$150MM AUM | $1MM GDC in Tyler, TX

Market
RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Tyler, TX, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
750
Avg Client Age
62
Overview

Looking to buy grow our business through succession planning. Mostly fee based, but have converted MANY commission accounts to fee. We create consistent returns with less risk for our clients. Our model is working well and want to share it with more clients.

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