Overview

We are a very fast growing, largely employee owned, Hybrid Independent Texas Based firm. In 8 short years we have grown to one of the largest Indi firms in Texas. We are interested in individuals and firms that are growing their business and want to align with an employee owned organization that is growing their business also. We are a Boutique Wealth Management firm with very high performing FA's with offices in Houston, Dallas and Austin. We are looking to expand in these markets and other areas of Texas. We handle all Administration, Operations, full benefits, etc. Lets connect and discuss your business.

Market
Advisor/RIA
Last Activity
this week

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