$80MM AUM | $615,000 GDC in Plano, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Plano, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$615,000.00
# of Accounts
500
Avg Client Age
62
Overview

Lewis Brown provides personalized, objective financial advice and custom-tailored investment plans. Social Security planning etc.
Looking to purchase a small practice similar to ours.

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