$58MM AUM | $425,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$425,000.00
# of Accounts
360
Avg Client Age
48
Overview

Advisor Listing - We are a complete Planning firm that is looking to grow via Mergers and Acquisitions. We have built our practice on mostly fee based business. We have a partner CPA firm in house and work with clients on consulting for future planning. Our business model is set up so that we can deliver the most services to our clients under one roof so that our clients experience

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