$20MM AUM | $150,000 GDC in Grapevine, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Grapevine, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
280
Avg Client Age
65
Overview

Looking to buy small practice in DFW area. I am centrally located in Grapevine and been in business with LPL since 2004. I am a CFP and specialize in Asset Management and LIfe Insurance. I own my own office and currently looking for CPA/Family Law Attorney to rent office space.

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