$650MM AUM | $4.5MM GDC in Austin, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
335 days old
General
Location
Austin, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$650,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
800
Avg Client Age
55
Overview

I'm looking to connect with advisers who are interested in creating a succession plan by joining with a 13 person, established (1987) financial advisory practice. We employ a consultative approach and are dedicated to helping families and business owners solve real challenges and capture real opportunities. Our services include financial planning, asset management, complex estate plan design, tax advice and risk management strategies.

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