$78MM AUM | $825,000 GDC in Southlake, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Southlake, TX, US
Fee 0% Commission 100%
Gross Revenue
$825,000.00
# of Accounts
350
Avg Client Age
52
Overview

My business partner and I are younger advisors in our mid-late thirties. We have each been in the business over 10 years and are looking to grow through practice acquisitions. We successfully completed one in 2014 and would like to replicate that success over again. Our business is primarily fee based which allows us the capacity to continue our growth and take on new books of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...