Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Dallas, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1,019,668,148.00
Gross Revenue
$6,147,810.00
# of Accounts
910
Avg Client Age
65
Overview

We are an investment firm that also does comprehensive financial planning. Interested in possible acquisition or merger with firms whose clients fit our platform.

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