Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
San Antonio, TX, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
550
Avg Client Age
53
Overview

San Antonio based advisory firm, with multiple offices in Texas, providing full financial planning and money management services for individual clients and businesses.

Interested in partnering with advisors with shared values, to provide seamless transition in the case of succession planning and/or sell of a business.

The most important aspect in our mind is that we share values and philosophy on how to best serve clients.

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