$260MM AUM | $2MM GDC in Southlake, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
Southlake, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
680
Avg Client Age
45
Overview

We are interested in merging or buying 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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