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

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

Extended Profile Information

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