$30MM AUM | $500,000 GDC in Plano, TX

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Plano, TX, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
60
Overview

High Performance, High Service Level RIA with owned space is looking for potential acquisitions.
Prefer fee based businesses, but will consider high commission businesses where principal is
capable and willing to learn quickly how to sell high performance, high service level, fee based services.
If you have interest in selling your business, contact Richard Jordan at ___-___-____.

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