$25MM AUM | $250,000 GDC in Kingwood, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Kingwood, TX, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
200
Avg Client Age
55
Overview

Looking to merge or acquire or join and create a meaningful practice.

I am a CFP and been in the business for 19 years.

The reason I am here is to see if there could be a synergy created to accelerate growth, succession, centers of influences, JD or CPA .

I don't spend majority of my time in insurance so that could be a possible connection as well.

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