$70,000,000 AUM. The business is 100% commission-based. There are approximately 1,000 individual accounts and 700 households. 80% mutual funds and 20% variable annuities.
Interested in a junior partner as a potential buyer. Ideally there would be a 1 year transfer period that the junior partner would work on a part-time basis while introductions are being made. Geographically located in Virginia would be preferred but not required.