$90MM AUM | $750,000 GDC in Austin, TX

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
140
Avg Client Age
50
Overview

We are an RIA with a tactical and disciplined investment process, comprehensive financial planning, and business advisory services. We are looking to partner with a firm or adviser who:
1) Wants to focus on relationship management and turn over the portfolio management and planning processes;
2) is planning retirement and wants to sunset their book to a competent and qualified firm;
3) Looking for more freedom in their day to focus on business development.
We are a highly qualified team who broke away from the large firms last year, are investing heavily in technology, with a focus on having fun in the workplace.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...