$140MM AUM | $2.8MM GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Dallas, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$2,750,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are a boutique wealth management RIA firm, focused on providing world class service to all of our clients. We complete comprehensive planning along with managing investments. We are looking to purchase small firms with clients that fit our platform.

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