$530MM AUM | $2MM GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
434 days old
General
Compatibility
Location
Houston, TX, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$530,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
500
Avg Client Age
60
Overview

We are an independent RIA and have been in business for 20 years. We also own our own BD. We have a strong Managed Money business, and also a strong retirement plan consulting business, with over 110 plans. We also do about 20 fee based financial plan per year. We are looking to grow assets, and people.

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