Overview

Brand new Office Space in the Galleria area. Fast paced, growing firm has some extra space for advisors looking to be around growth oriented people.

We are a Wealth Management Firm that prioritizes our clients first. We have $400 mm AUM, 6 advisors, 3 support, including marketing/digital footprint personnel.

We would like to have another advisor join our team or, if you're the right fit, we would allow you to office in our space.

Let us know if you're interested! Serious inquiries only, please.

Last Activity
within 2 months
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