$50MM AUM | $600,000 GDC in Houston, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
1,000
Avg Client Age
52
Overview

I am looking to buy or merge with existing fee based advisory.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...