$95MM AUM | $450,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Merge | Succession | Continuity
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
153
Avg Client Age
50
Overview

We are a large cap core RIA with a relatively new additional emphasis on family office practice (Total Asset Management- TAM) and alternative investments (including real estate) to serve the needs of those families who subscribe to TAM.

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