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Financial Advisor   

$65MM AUM | $1MM GDC in Austin, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
235
Avg Client Age
55

Overview

Looking for practices in my geographic area to acquire and incorporate into my existing business. Also interested in practices in geographic areas I am considering with my business partner for expansion.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging