Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
728 days old
General
Location
Austin, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$900,000.00
# of Accounts
1,500
Avg Client Age
29
Overview

We are a Wealth Management firm that focuses on fee based wealth management and financial planning. We are looking to acquire practices in Texas. While locations in Austin and San Antonio are preferred we have a large number of clients in all the major cities and opening a new office would not be difficult. We have a solid current team of financial advisers and staff. We are also adding financial advisers regularly and taking on a new practice would be a challenge we are ready to face.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...