$25MM AUM | $140,000 GDC in Mineola, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Mineola, TX, US
Fee 0% Commission 100%
Gross Revenue
$140,000
# of Accounts
160
Avg Client Age
55
Overview

An independent wealth management firm utilizing a comprehensive, hands on approach to achieving client financial goals. I am looking to acquire additional advisory business with a similar business model.

Extended Profile Information

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