$350MM AUM | $4MM GDC in Houston, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
441 days old
General
Location
Houston, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
120
Avg Client Age
50
Overview

We emphasize a total balance sheet approach, helping our clients with tailored solutions in investing, lending, financial planning, and all other facets of their financial picture. Through this approach we build tightly-knit relationships with the families and business owners we work with. With over 20 years experience and a well-staffed team, we are capable of incorporating additional clients and families into our business model.

Potential seller would be treated as a 'recruit' of our firm (major wirehouse) and paid out over a certain length of time. Seller should expect to assist in the initial transition of current clients, but would not be held to a high level of responsibility after transition is complete.

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