$60MM AUM | $450,000 GDC in Flower Mound, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Flower Mound, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
385
Avg Client Age
60
Overview

We are seeking to acquire, or provide successful succession for primarily fee based wealth management practices from 15MM- 125MM AUM.
We provide a multi faceted and excellent place of succession for advisors exiting the business. Our hybrid RIA platform allows for a variety of business, multiple platform efficiencies and extremely competitive payouts.

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