$75MM AUM | $650,000 Rev in
$75MM AUM / $650K Gross Revenue / We are an RIA based in Dallas, and our practice has been growing significantly through new client onboarding. We're looking to further that growth through acquisitions. We're a client focused firm that builds tailored plans and portfolios based on risk. Our portfolios consist of individual stocks, ETFs, as well as mutual funds. I have a CFA designation, and my partner has earned the CFP. We manage approximately 150 households and 100% of our revenue generated is fee based.