Goodman Financial is a fee-only investment management and financial advisory firm with roughly $600M in assets under management. We are looking to complement our Client and CPA referral-based growth with an investment management firm acquisition in Texas. Our culture is based on always doing what is right, embracing accountability to our clients and one another, and supporting each other's growth. If you know of a like-minded firm with $100M - $200M in AUM that would like to join forces or consider a 1 3-year exit, please reach out.
Feb 18, 2022