Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
638 days old
General
Location
Dallas, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$750,000,000.00
Gross Revenue
$7,000,000.00
# of Accounts
1,000
Avg Client Age
63
Overview

We are a holistic Retirement Planning firm, we are hoping to identify three potential types of relationships,

1) Transitional Advisors looking for succession in 1-5 years
2) Growth minded advisory firms looking to merge with a larger firm with capital to invest
3)smaller aum advisors that want a place to grow and focus on clients instead of business management,

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