Overview

We are a Houston, TX based money management firm looking to expand our company by buying or merging with another firm with similar investment philosophies. We are also looking for FA that have an existing book of business that are looking for a new opportunity. Partners have over 20 years investment experience and previous M&A experience.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
1,152 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...