Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
482 days old
General
Location
Austin, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$138,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
900
Avg Client Age
60
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...