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Financial Advisor   

$400MM AUM | $4.6MM GDC in Austin, TX

Member Level
Basic
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$4,600,000
Number of Accounts
2,500
Avg Client Age
50

Overview

My office/branch is looking to grow AUM by acquiring or merging with advisors. Whether looking to sell their book of business now or down the road, we could be a fit for facilitating this transition.

 
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