Overview

$4.5MM AUM, $30K Gross Revenue. My book is comprised primarily of 3rd party money management, annuities and mutual funds in that order.

I'm unsure of a definitive date for retirement but I am interested in finding the right successor.

Last Activity
within 6 months

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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