$27MM AUM | $150,000 GDC in Fogelsville, PA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Fogelsville, PA, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$150,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

Referral based business. Looking to sell the book and retire in 2-3 years. Prefer buyer located in the geographical area. This business is comprised of a large amount of annuities, ideal candidate would have 5-7+ years of experience

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