$80MM AUM | $300,000 GDC in Austin, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
136 days old
General
Listing Type
Buyer | Merge
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
45
Avg Client Age
55
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.

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