$4.5MM AUM | $45,000 GDC in Tomball, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
231 days old
General
Listing Type
Buyer
Location
Tomball, TX, US
Fee 0% Commission 100%
Gross Revenue
$45,000.00
# of Accounts
36
Avg Client Age
49
Overview

I'm part of a larger firm and trying to grow my business gradually and consistently under the larger firm shield. I am looking for retiring advisors with 10M or less under management for a smooth and 'easy' transition. Seeking one or two transitions per year.

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