Overview

Firm looking to expand our practice in Texas for long-term growth and generational succession planning. Our principal office is in Austin, and we service the Central Texas area. We also have about 1/2 of our client base in Houston, so we travel regularly and would look to set up a location there with the right opportunity. We have approximately $138MM in AUM, and are focused on increasing our fee-based revenue even more from our current 80% portion.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Member Since
May 22, 2019

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