$65MM AUM | $600,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Houston, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
300
Avg Client Age
60
Overview

I am affiliated with a hybrid B/D & RIA based in Houston with presence throughout Texas and in some other states. I have successfully purchased and merged one practice over the last three years, and now I am interested in growing through further acquisitions. The two primary areas of my practice are self managed accounts and private placements, primarily real estate partnerships and middle market credit funds.

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