Market
RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Austin, TX, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$165,000,000.00
Gross Revenue
$1,425,000.00
# of Accounts
550
Avg Client Age
63
Overview

Austin-based RIA team looking to buy or merge an existing practice. Our book of business is mainly invested in our proprietary models managed on a discretionary basis and we have a significant segment of our practice in the 403b/457b/401k space.

We have clients nationwide with most clients that live in the Austin/San Antonio/Houston area. We focus on financial planning first which we include in our overall advisory fee. We are looking to align our practice with advisor(s) with a similar business model.

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