Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
810 days old
General
Location
Houston, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$520,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
500
Avg Client Age
60
Overview

An independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management, financial planning, and retirement plan consulting for individuals and corporate accounts. Have an RIA and Broker Dealer. Looking to acquire and or merge to create efficiencies.

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