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Financial Advisor

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Southlake, TX, US
12 Month Gross Revenue
$2,800,000
Number 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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