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.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months
Listing Age
1,248 days old

Business Data

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