Market
RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Dallas, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$37,000,000.00
Gross Revenue
$300,000.00
# of Accounts
250
Avg Client Age
40
Overview

Our practice is comprised of a wide range of clients, from young professionals to retirees. With a background in public accounting with the Big 4, I try to bring a big picture, holistic approach to wealth management. Looking to grow through acquisition where there is a solid fit.

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