$35MM AUM | $215,000 GDC in San Antonio, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
500 days old
General
Location
San Antonio, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$215,000.00
# of Accounts
100
Avg Client Age
65
Overview

Merge with or acquire like-minded practices to benefit from economies of scale, streamline succession planning and synergize marketing and financial planning services.

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