$30MM AUM | $275,000 GDC in El Paso, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
El Paso, TX, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$275,000.00
# of Accounts
300
Avg Client Age
50
Overview

Affiliated RIA and Comprehensive Planning Firm looking for growth opportunities in the Southwest. TTM indicated is approximately 35% of total annual revenue. Have established a new OSJ relationship and looking to grow through acquisition or merger or consolidation. Have an affiliated law firm for legal services, as well as a direct connection to a regional bank for lending and account and treasury services.

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