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Financial Advisor   

$506MM AUM | $4MM GDC in Austin, TX

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
1,000
Avg Client Age
55

Overview

Growing business with good systems and people looking to add people and practices IF it is a good fit.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging