$200MM AUM | $1.8MM GDC in Houston, TX

Market
Advisor
Member Level
Plus
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# of Accounts
550
Avg Client Age
50
Overview

We are a 38-year, fast-growing Broker Dealer/RIA hybrid, based in Houston with over $200 MM in AUM, looking to grow by buying and merging with other Advisory firms and expand our presence in other cities in Florida, New York, California, Nevada, Chicago.
We have the financial means to acquire new business and able to do a fast closing.

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