$165MM AUM | $1.1MM GDC in
70% of AUM is in retirement accounts.
10% annuities, 5% life insurance, the bulk of assets are in ETF's funds and individual equities and fixed income. Some assets with REIT's in WP Carey.
Merge candidate needs to be generating at least $200,000 to $250,000 per annum in TOS GDC.