$63MM AUM | $725,000 GDC in Manvel, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
234 days old
General
Location
Manvel, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$63,000,000.00
Gross Revenue
$725,000.00
# of Accounts
225
Avg Client Age
63
Overview

Fee based RIA, that provides a high level of client service through technology and face-to-face meetings. As I bring on additional advisers, I am seeking to expand the client base through acquisition.

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