$825MM AUM | $5.2MM GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Dallas, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$825,000,000.00
Gross Revenue
$5,200,000.00
# of Accounts
1,200
Avg Client Age
62
Overview

Looking to aquire advisors close to retirement. Have positioned our team within Wells Fargo Advisors so that we can aquire teams and add advisors. Our Hybrid arrangement with the firm gives us a unique offer to other teams looking to merge or transition.

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