$400MM AUM in Addison, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Addison, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$400,000,000.00
# of Accounts
70
Overview

Registered Investment Advisory firm dedicated entirely to corporate retirement plan marketplace - primarily working with 401(k) plan sponsors.

We are looking to grow our business through the acquisition of 401(k) books of business in the Dallas - Fort Worth area.

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