$250MM AUM | $1MM GDC in Fort Worth, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Worth, TX, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
2,000
Avg Client Age
56
Overview

Practice with 5 advisors looking at opportunities to merge, buy out, or succession plan with other firms.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...