Market
RIA
Member Level
Chalice
Last Activity
today
Profile Age
204 days old
General
Location
Austin/San Diego/Dfw, TX, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$750,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
1,500
Avg Client Age
50
Overview

We're an advisor-owned fee only CEG/DFA-oriented partnership (Employee owned) with a great culture and flexible ownership structure looking to purchase or tuck-in folks looking to solve succession or next level career issues.

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