$186MM AUM | $2.1MM GDC in Dallas, TX

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$2,060,000.00
# of Accounts
800
Avg Client Age
54
Overview

We provide comprehensive financial planning and direct money management for a diverse client base. Our people, processes, and product give us scalability and we are looking to expand our practice to include bringing on additional advisors. We use options to provide a distinct advantage over most firms in terms of a risk and reward.

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