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

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