OpenAir was founded by partners with various background, in age we range from 35-47, 2 of which are CFPs, 1 JD and the other is on his way to become an EA. We are looking to acquire AUM either outright buy, succession planning, merging, or anything other way agreeable.

OpenAir is establishing a solid footprint across the metroplex. We are growing at a very rapid rate and have excellent lead flow. We have established a solid reputation for financial planning, tax planning, investment management and overall customer satisfaction. We've done this a few different ways. We have established relationships with some of the largest portfolio managers and have invested a lot into technology. Our operations can help onboard existing books of business without any interruptions. From there we are set up to handle all back office support: trading, distributions, portfolio management, billing, invoicing, marketing, and compliance.

Our clients are spread around the Dallas area and we have offices in Dallas, Southlake, Grapevine, Richardson, and Rockwall.

We are open to all opportunities, both present and future, and kicking the tires is allowed!

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Listing Age
467 days old

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