Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bloomington, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$125,000.00
# of Accounts
250
Avg Client Age
60
Overview

Asset Management is the prime focus. Over the next two to three years the goal would be to double revenue from current levels with the primary driver being a purchase of an existing book. On the flip side, I anticipate retiring and selling in about 10 to 15 years from now.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...