Overview

$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.

Market
RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
561 days old

Business Data

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