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Financial Advisor   

$650MM AUM | $4MM GDC in Bedford, TX

Member Level
Premier
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Bedford, TX, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
3,800
Avg Client Age
56

Overview

We am interested in Books of 10 to 30 million of RIA assets. We are dully registered but moving away from the B/D model.
We specialize in financial planning and asset management. Currently, we are looking to expand our exposure in the DFW aria.

 
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