Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Houston, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$960,000,000.00
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.

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