$22B AUM | $44MM GDC in Fort Worth, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
305 days old
General
Location
Fort Worth, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000,000.00
Gross Revenue
$44,718,302.00
# of Accounts
2,800
Avg Client Age
55
Overview

We are looking for advisors who would like to join a firm with high growth ambitions. Whether you intend to continue working as a partner with our firm for a longer period, you are looking to retire in the next 3 to 5 years or retire immediately, we have a well established firm with marketing and other resources dedicated to advisor growth, including equity to eligible advisors interested in participating on the growth and value of the firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...