$82MM AUM | $627,000 GDC in Dallas, TX

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$627,000.00
# of Accounts
73
Avg Client Age
52
Overview

My hope is to find a like firm to either merge with or to acquire. We are also seeking Jr. advisors as possible succession candidates. I also own a tax practice as well as an independent insurance company with P/C, Life, LTC and DI markets

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