Overview

I have practice for 25 years. My primary focus has been to focus on Investments. We currently manage $32,000,000.00. I am interested in buying a practice with $10,000,000.00 to $20,000,000.00 AUM in the greater Houston, Texas area.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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Resources
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