$75MM AUM | $500,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Antonio, TX, US
Fee 0% Commission 100%
$500,000
Gross Revenue
400
# of Accounts
65
Avg Client Age
Overview

RIA and insurance agency. Looking for RIA that is looking to retire and have his book managed properly

Extended Profile Information

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