$130MM AUM | $880,000 GDC in Beaumont, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
457 days old
General
Location
Beaumont, TX, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$880,000.00
# of Accounts
600
Avg Client Age
70
Overview

We are a father-son team working at UBS Financial Services in Beaumont, TX. Our primary client base is in the Southeast Texas area, but we have significant assets in the other major metropolitan areas in Texas as well as in Tennessee and across the Southeast.

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