Overview

$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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...