$200MM AUM | $1.5MM GDC in San Antonio, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
San Antonio, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
600
Avg Client Age
62
Overview

Looking for opportunities to grow our financial planning fee-only firm. We are team oriented with the desire to serve clients through their whole life cycle. We have specializations in tax planning and comprehensive financial planning.

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