Overview

I am have accepted an opportunity as a fund manager for a public pension fund and am looking to sell my business and the book. The opportunity is a great fit my background and I am looking forward to the new opportunity. Founded in 2012, we are an independent Registered Investment Advisor that offers ongoing portfolio management based on our in-house fundamental analysis. The firm offers personalized financial planning and ongoing portfolio management based on our in-house fundamental analysis. We are 100% fee based and have a fiduciary to all of our clients. Total assets are 8.5 million with one client saying they can bring on an additional $1.5 million within the next six months. Our clients are mainly located in NE Florida (Jacksonville) but we have a few located throughout the country.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...