$13MM AUM | $150,000 GDC in Plano, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Plano, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
121
Avg Client Age
64
Overview

I started my own practice about 3 years ago and am looking to continue my extraordinary growth by acquisition. I'm looking to purchase a book of business located in Texas, preferably Dallas-Fort Worth in the $5MM - 15MM range, possibly a little higher.

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