Overview

My business is comprised of investment management, mostly individual securities, some funds and ETFs. I am looking to find a successor or put a continuity plan in place for my business, but I am not looking to sell right away. I plan on retiring in 7-10 years, so around 2025-2028. The ideal successor is located within a 50 mile radius as my relationship with my clients is personal and face-to-face.

Only looking to set up a continuity plan for the moment as I am a sole practitioner*

Market
Advisor/RIA
Last Activity
2 weeks

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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