$50MM AUM | $325,000 GDC in Richardson, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
288 days old
General
Compatibility
Location
Richardson, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$325,000.00
# of Accounts
237
Avg Client Age
60
Overview

I am curious about buying a book to grow my business further. It's not a necessity, but I would definitely be interested if there was a good opportunity, and a smooth transition is possible. In other words, if the current advisor and I have similar philosophies on investing and approaches to helping clients reach their goals.

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