$30MM AUM | $140,000 GDC in Aurora, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Aurora, CO, US
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
275
Avg Client Age
65
Overview

I own a small RIA Firm, which was established in 2014. I have been in the Financial Services Business for 29 years. I currently have $30MM AUM, which includes $15,000,000 in fixed annuities. I also have $400MM of Life Insurance Inforce. I am interested in acquiring another RIA Firm OR being acquired by another RIA Firm - with my objective being to get access to clients who currently have inadequate or no life insurance. I am a Top of The Table Producer for Life Insurance , with access to over 15 of the Top Life Insurance Companies.

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