$18MM AUM | $150,000 GDC in Cypress, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
730 days old
General
Compatibility
Location
Cypress, TX, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
12
Avg Client Age
55
Overview

Small family and friend office that provides financial advice while managing stock, option, and private investment portfolios. On Succession Link, I am hoping to find more private investment clients and another firm to increase the financial planning capabilities of my firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...