$35MM AUM | $130,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Seller | Succession
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$130,000
# of Accounts
45
Avg Client Age
55
Overview

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.

Extended Profile Information

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