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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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