Overview

36M AUM, about 55-60% advisory, typically charges 80-100 basis, the rest is transational through Variable Annuities. Uses Redtail CRM, Morningstar Office, Uses FinanceLogics. Creating and managing portfolios since the mid 80's. Converting more AUM into advising. Looking for successor over next 5 years, unless the right offer is made.

Last Activity
6 months or more
Listing Age
2,117 days old

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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CRM Systems

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Resources
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