PRACTICE INFORMATION

18-246 TX Stats Header-0218-246 Houston TX Stats Header-01

With offices located in Houston and Austin, Texas, this fee-only RIA practice is focused on providing financial advice to the fee-savvy, tax aware accredited investors. Through the use of active and passive investments, this practice uses tactical and strategic asset allocation, and creates customized portfolios for each client. With annual gross revenue exceeding $1,350,000 on approximately $197,000,000 in AUM from approximately 160 households, this practice would make a great addition to a larger RIA firm seeking to establish or expand its roots in the Houston and Austin, Texas areas and beyond. With over 60 years of combined experience in the investment advisor space, the principals of this practice are seasoned advisors with deep connections in Texas and well-established referral networks.

Given the principals and staff wish to remain post sale, the preferred buyer would be a well-established RIA firm that is looking for a merger or “sell-and-stay” opportunity.

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON

Please log in to your member dashboard to inquire or view all listings.

Not a member? Learn more and set up your free fptransitions.com membership here.

FP Transitions

 

 

location images by FreePic 

Subscribe for more from FP Transitions