$325MM AUM | $3MM GDC in The Woodlands, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
The Woodlands, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$325,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
750
Avg Client Age
57
Overview

We are fee only financial planning firm based out of The Woodlands, Texas with a second location in Albuquerque, New Mexico. We continually look for new opportunities to serve clients and hope to find like minded advisors and clients that are a good natural fit.

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