$160MM AUM | $1.4MM GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
75
Avg Client Age
55
Overview

We are an RIA and have succession plan in place and looking to add AUM for the future

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