$35MM AUM | $130,000 GDC in San Antonio, TX
Member is Interested In:
Seeking to merge for 10 years before completely selling book of business. Seeking continuity for existing clients. Would like to identify a successor in the next 1-5 years.
The ideal candidate has at least 5 years of experience and familiarity with growth equity accounts. A CFA, CFP, or brokerage license is preferred. Seeking candidates with an established practice within a 500 mile radius of San Antonio.