$315 AUM | $2.8MM GDC in Colleyville, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
281 days old
General
Location
Colleyville, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$315.00
Gross Revenue
$2,800,000.00
# of Accounts
500
Avg Client Age
65
Overview

Steward Wealth Management is a well established firm looking to acquire small RIA firms with clients in the mid cities area. Preferably firms currently utilizing a passive investment model. We have adequate capacity to expand with a solid service offering and efficient back office using the Tamarac suite of software.

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