Overview

I am looking to merge with or acquire another small RIA in the Dallas-Fort Worth Metroplex. My clients are a mix of faith-based investors and some that do not utilize our screening capabilities. We offer financial planning for a separate fee from asset management.

Market
RIA
Member Level
Plus
Last Activity
within 3 months
Listing Age
203 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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