$118MM AUM | $720,000 GDC in Angleton, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
224 days old
General
Listing Type
Buyer
Location
Angleton, TX, US
Fee 0% Commission 100%
Gross Revenue
$720,000.00
# of Accounts
775
Avg Client Age
65
Overview

I work with a group of holistic financial advisors. We work as a team to try to achieve the long term goals of each of our clients. I would be interested in purchasing additional businesses if they are a fit with our current clientele and team of advisors.

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