$2.5B AUM | $14MM Rev in
San Antonio, TX
Interested in an advisory firm in San Antonio. In Texas we currently have offices in Dallas, Fort Worth, Houston, and Plano. We also have offices in Denver and Scottsdale. Our firm is part of a regional financial services business that is interested in expanding and investing in growing advisory firms. These advisory firms will benefit from referrals from other business lines while being able to utilize other products/services provided by the holding company. We are looking to add firms that have shown the ability and/or capability to grow their business with a fiduciary mindset. Our primary custodians are Schwab and Fidelity. We are able to accommodate the holding of FINRA securities licenses through an affiliated broker dealer but our focus is on finding firms with a primary focus on fee-based fiduciary investment management.