Overview

Looking to add/buy about $10-20 million of AUM to add to my practice. Have been working part-time to care for my family. Now looking to do full-time and grow my business. My practice is mostly managed money under SMA or UMA. Been managing and creating portfolios successfully for my clients for the last 7 years with a mixture of stocks, bonds, mutual funds. Only use annuities, insurance or any financial instruments as needed/requested by the clients. I manage my clients' portfolios for long-term growth/retirement as the main focus.

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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CRM Systems

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