$70MM AUM | $500,000 GDC in Hartford, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Hartford, CT, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
400
Avg Client Age
65
Overview

Mostly managed money, 70% trails from variable annuity products and 30% fee based.
Prefer buyer to join current BD.
Open to a 5 year earn out.

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