$960MM AUM | $4.5MM GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000.00
# of Accounts
240
Avg Client Age
56
Overview

My partner and I have been in business a combined 64 years. Our clients tend to be sophisticated business owners and professionals. We're conservative, value-oriented investors. Our clients already have money so our primary job is to preserve it and grow it at a reasonable rate over the long-term.

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 Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...