$20MM AUM | $145,000 GDC in Santa Cruz, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller
Location
Santa Cruz, CA, US
Fee 0% Commission 100%
Gross Revenue
$145,000
# of Accounts
550
Avg Client Age
60
Overview

I have been in business since April 1971. I started with teachers only with TSAs and then added others. My business is mostly Annuities and mutual funds. This includes 529Plans, Roth IRAs
traditional IRAs and non-qualified accounts
I may be interested in selling in 4 or 5 years. Depending on my health.

Business Mix Info

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Mutual Funds

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