$120MM AUM | $950,000 GDC in Marble Falls, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
182 days old
General
Location
Marble Falls, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$950,000.00
# of Accounts
590
Avg Client Age
60
Overview

The vast majority of the business is fee based. Process focused, with emphasis on running financial projections for retirement and other goals. Primarily individual stocks, etf’s and mutual funds. Interested in identifying good opportunities for me to acquire assets for my individual practice as well as identifying advisors who might want to join our firm as an advisor.

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