$25MM AUM | $200,000 GDC in Plano, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Plano, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
60
Overview

Boutique advisory practice seeking merger and acquisition opportunities. Partnered with large east coast based RIA.

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