$260MM AUM | $2.8MM GDC in Southlake, TX

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Southlake, TX, US
Fee 0% Commission 100%
Gross Revenue
$2,800,000.00
# of Accounts
680
Avg Client Age
45
Overview

We are interested in merging smaller RIA's in Texas and throughout the southern US. We do fee based financial planning, money management, and have a unique alternative investment product that is very popular with our clients.

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