$390MM AUM | $1.6MM GDC in Houston, TX

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
82 days old
General
Location
Houston, TX, US
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$390,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
350
Avg Client Age
63
Overview

PersonalCFO’s for financially successful families and individuals.

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