$49MM AUM | $456,000 GDC in Fort Worth, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Worth, TX, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$49,326,702.00
Gross Revenue
$456,000.00
# of Accounts
268
Avg Client Age
54
Overview

I run a fee based wealth management practice. I want to make sure that we enhance, protect and transfer wealth for my clients. I do this through a rigorous process to make sure we are reaching all of the clients needs. Part of this is working closely with other professionals to make sure all of us are on the same page.

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