$350MM AUM | $3.5MM GDC in San Antonio, TX

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
San Antonio, TX, US
Fee 0% Commission 100%
$3,500,000
Gross Revenue
750
# of Accounts
55
Avg Client Age
Overview

My team and I are looking for successful advisors that are looking to sell their practices to or merge with a group of dedicated individuals. Our team is driven by the desire to deliver high quality investment products, advice and service through a process driven model focused on goal based outcomes, ensuring consistency in the client experience.

Extended Profile Information

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