$185MM AUM | $1.3MM GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
Houston, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
200
Avg Client Age
55
Overview

We have a fee-only RIA with excess capacity and are looking to acquire another fee-only business to further grow our firm. The two advisors at the firm are both CFPs and both CPAs.

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