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

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
Listing Age
255 days old
General
Location
Corpus Christi, TX, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...