Overview

We are high new worth focused, 100% fee, RIA located in Austin. We have clients in CO, TX and WY. We are looking to expand our business in those three states via acquisition/merger and organic growth. The best fit would be an advisor/practice with $10-$100mm looking for a firm with a similar mindset in which to entrust their clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,300 days old

Business Data

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