Profile in Sugar Land, TX

Market
RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
152 days old
General
Location
Sugar Land, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Avg Client Age
40
Overview

We are a Hoston based fees and performance-based asset management company. We serve NHW individuals and open to expanding to the Annuity, Retirement, educational products and small account portfolio.

We want to grow with the acquisition route. We are prepared to acquire 100M plus portfolio.

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