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

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Bedford, TX, US
Fee 0% Commission 100%
Gross Revenue
$4,000,000
# 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.

Extended Profile Information

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