FIRM SNAPSHOT

22-410 Headers and Charts22-410 Headers and Charts219-251-header2

This Houston Texas-based RIA is focused on actively managing portfolios for its 64 client households primarily through the use of individual stock selection. The trailing 12-month revenue (ending June 2022) for this RIA is approximately $1,025,000 from managing $110 million in assets.
 
The ideal acquisition partner for this practice is a firm experienced in active management through individual stock selection, or a firm that is looking to expand into this area. The firm’s senior analyst (CFA) has been comanaging the portfolio, is capable of leading an active strategy, and is looking for meaningful employment with the acquiring firm.
 
There are significant AUM and fee growth opportunities available for a full-service firm, as the practice provides only investment management services - no financial planning, tax, or estate planning is currently offered. This practice has a low recurring expense level relative to its revenue base.

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON
Log in to your member dashboard to inquire. Not a member yet? Learn more and sign up for a free membership.

FP Transitions

Subscribe to our newsletter.