Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
768 days old
General
Location
Keller, TX, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
250
Avg Client Age
64
Overview

Looking for opportunities to acquire, through merger or buyout, existing independent reps/IARs who have clients that desire full-service financial planning with a firm that is a "family and generational" planning firm. The two present owners are CFP Practitioners.

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