$65MM AUM | $260,000 GDC in Corpus Christi, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
379 days old
General
Compatibility
Location
Corpus Christi, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$260,000.00
# of Accounts
300
Avg Client Age
55
Overview

Father/Son office looking to expand through acquisition or merge with advisors looking to join top rated independent BD focused on fee based advisory business.

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