$8.7MM AUM | $41,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$41,000
# of Accounts
40
Avg Client Age
52
Overview

Independent RIA established in 2014, seeks to merge, join, or acquire an RIA in the Dallas area, perhaps from an owner seeking an exit strategy, a defined succession plan, or who needs a partner to manage growth. 45 year old founder with doctorate, CFP and CFA credentials; 14 years experience, including at RIA with over $350 million. Our focus is on financial planning and we primarily use passive ETFs, open to other approaches.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...