Overview

$35MM AUM, $150K Trailing Gross Revenue and $250K Total. My business is comprised primarily of mutual funds and annuities, with a small portion allocated to life insurance. I'm beginning to move my practice to more of a fee based structure. Right now it's 100% commission.

I plan to retire in about 4-5 years and will have office space available.


Last Activity
2 weeks
Listing Age
34 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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