$250MM AUM | $2MM GDC in Austin, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
283 days old
General
Compatibility
Location
Austin, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
350
Avg Client Age
55
Overview

Looking for acquisition candidates / assets. Fantastic business model focused on capital preservation that brings institutional style sophistication (situational hedge, quant models,...) to select retail clients.

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