Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
The Woodlands, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$370,000,000.00
Gross Revenue
$4,400,000.00
# of Accounts
1,350
Avg Client Age
55
Overview

Continue moving forward on our growth plan to $1b and beyond. Interact with other advisers and firms that want to be a part of this and work together to achieve this goal. Merge or acquire other firms/advisers to work together or create succession plan for them.

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