Market
RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
59 days old
General
Location
Dallas, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$3.00
Gross Revenue
$30,000.00
# of Accounts
8
Avg Client Age
57
Overview

We are building a new RIA in Dallas. We have a few $ million in family assets and are looking to grow to 250mm-500mm in five years. We are a woman and minority owned firm with over 30 years of investment experience and a 10+ year track record in Multi-Asset Income.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...