$1,300MM AUM | $5MM GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
346 days old
General
Location
San Antonio, TX, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
12,000
Avg Client Age
50
Overview

IDB/RIA that is looking to build out its wealth management team with established advisors and/or team with focus on financial planning. We have excellent access to business owner market through our other divisions.

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