$40MM AUM | $350,000 GDC in Austin, TX

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
General
Compatibility
Location
Austin, TX, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
150
Avg Client Age
57
Overview

Recently relocated (after 14 yrs w/VSR) to new Hybrid BD/RIA. Classic Fincl Plnng biz model using eMoney. Manage client accounts mostly in-house, on TDA & FOLIO I'd like to grow by targeted acquisitons, strategic biz continuation (via Jr Partner) or merger.--90% OF OUR GDC's ARE AUM MANAGED IN-HOUSE.

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