Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
687 days old
General
Location
Watertown, SD, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$140,000.00
# of Accounts
75
Avg Client Age
65
Overview

My book consists primarily of direct participation investments,1031 exchange accounts, fixed interest investments (non-bond), a few variable/fixed annuities, mutual funds, and life insurance. Gross revenue has ranged over the years between $200K & $700K.

Looking to retire within roughly 5 years. Utilizing this website to identify a successor. I'm open to different types of opportunities. Ideal successor doesn't necessarily have to be local.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...