$70MM AUM | $750,000 GDC in Burleson, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Succession
Location
Burleson, TX, US
Fee 0% Commission 100%
$750,000
Gross Revenue
500
# of Accounts
60
Avg Client Age
Overview

We run a contrarian and tactical practice. We primarily use managed accounts. The partners have worked with many firms before settling where they are (Ameriprise Financial, Edward Jones, Thornburg, Merrill Lynch, and Dryfus to name a few). With our backgrounds being in commodities, wholesaling and financial advisory we also use REITs, BDC, Venture Capital, Private Equity, Hedge Funds, Annuities and others. We have an RIA as well where we run our financial planning business (we currently have an estate attorney in house) and are looking to add a CPA as well. We do keep focus on estate planning with our asset management as well using second to die life, LTC coverage's, and Supplemental Needs Trusts.

Extended Profile Information

Loading...