$100MM AUM | $1.4B GDC in Lakeway, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Lakeway , TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,350,000,000.00
# 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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