$250 AUM | $850 GDC in Lewisville, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Lewisville, TX, US
Fee 0% Commission 100%
Gross Revenue
$850
# of Accounts
83
Avg Client Age
43
Overview

We are a full service wealth management firm that evolved out of the Single Family Office of a 4 generation Texas family. We are actively looking to add advisors or purchase RIA's who are looking for a succession plan. We offer full Wealth and Risk Management services, as well as business and family succession/continuity planning and philanthropic planning. We currently manage the liquid and direct investment portfolio for our founding family and approximately 23 other families.

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