$180MM AUM | $1.4MM GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Dallas, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,350,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are looking to add like minded practices to our fee-only wealth management group. We are growing quickly and have a client retention rate near 100%

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