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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Houston, TX, US
Fee 0% Commission 100%
$4,500,000
Gross Revenue
240
# of Accounts
56
Avg Client Age
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.

Extended Profile Information

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