$16MM AUM | $120,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Houston, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$16,000,000.00
Gross Revenue
$120,000.00
# of Accounts
35
Avg Client Age
55
Overview

Currently a Financial Advisor and have a partner with whom I do joint business. Have fee and commission based clients; financial planning for fee and have small amount of insurance clients.

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