$100MM AUM | $1,350MM GDC in Lakeway, TX
Member is Interested In:
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.