$120MM AUM | $925,000 GDC in Colleyville, TX

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Colleyville, TX, US
Fee 0% Commission 100%
Gross Revenue
$925,000.00
# of Accounts
435
Avg Client Age
53
Overview

We operate a fee-only RIA and tax advisory practice in the DFW area. We are looking to acquire small to midsize investment advisory and tax practices within or near the DFW area.

I am a CFA and CFP, and the founder of our firm. I have 22 years of client-facing investment experience. If our firm culture is a good fit with your firm’s culture then I will treat your clients as well as you have!

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