Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
San Antonio, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$600,000.00
# of Accounts
160
Avg Client Age
55
Overview

Looking for purchase and merger opportunities and also set up a new succession plan to protect my clients in case of my incapacity and/or death.

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