$54MM AUM | $500,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
100
Avg Client Age
60
Overview

I have a family owned practice and am interested in acquiring or becoming another firm's continuation plan. My father started our firm 30 years ago. Our focus is on financial planning and investment management services.

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