$38MM AUM | $520,000 GDC in Austin, TX

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Seller | Merge | Continuity
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$520,000
# of Accounts
250
Avg Client Age
50
Overview

Looking for an RIA to merge into that custodies at TD AMTD or SCHWAB and wants a presence in Texas (Austin-Central Texas). Would want the RIA firm to be focused on Financial Planning.

Extended Profile Information

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