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Financial Advisor

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

Member Level
Basic
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$2,750,000
Number 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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