$505,000 AUM | $15,000 EBITDA in Austin, TX

Market
IBD
Member Level
Chalice
Last Activity
2 weeks
Listing Age
78 days old
General
Location
Austin, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$505,000.00
Gross Revenue
$8,000.00
12 month EBITDA
$15,000.00
# of Advisors
1
Years in Business
13
Ownership Structure
LLC
Allow Independent RIA
No
Overview

I'm looking to purchase a book of business in the next six months. I run a 100% commission business. My investments include mutual funds (American, Fidelity, Oppenheimer, Vanguard, Voya, Transamerica, etc), annuities (Fixed, VA), life insurance, and estate planning.

My CRM that I use is Redtail.

I'm located in Austin, Texas,

Clearing Firm / Custodian

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