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Financial Advisor

$25MM AUM | $300,000 GDC in Houston, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$300,000
Number of Accounts
700
Avg Client Age
50

Overview

Financial Service firm, growing business through small acquisitions

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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