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SL advisors Listing
Financial Advisor   

$100MM AUM | $1,350MM GDC in Lakeway, TX

Member Level
Basic
Last Activity
2 weeks

Business Mix:

2% Comm
98% Fee

General

Location
Lakeway , TX, US
12 Month Gross Revenue
$1,350,000,000
Number of Accounts
350
Avg Client Age
50

Overview

We are a hybrid group that custodies assets at LPL and runs all of our asset management and consulting work through a separate RIA. We manage approximately $100,000,000 and run sophisticated investment models/strategies for our clients. Our purpose for using this site is to look for purchase or merger opportunities that would provide us with opportunities to gain scale and synergies, both financial and otherwise.

 
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