$5MM AUM in Austin, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Austin, TX, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
# of Accounts
20
Avg Client Age
45
Overview

I'm a CFA charterholder with a decade in financial services and 6 years at a mutual fund company with ending position of Assistant Portfolio Manager. I recently started an RIA and have financing to purchase a significant practice. My first choice would be to by a practice in Texas or California and open a second location. However, I am also open to buying a book that is primarily remote relationships as I am also trying to grow this side of my practice organically.

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