Overview

$25MM AUM / $200K Gross Revenue / My business is comprised of a strong position in mutual funds and ETFs. Managed funds in individual stocks is a second, with a minor share in a annuities and long term care.

I'm not considering retirement for another 3-5 years but when I do, continuity is a strong must as my business does include a lot of friends and family.

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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Resources
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