Overview

$41MM AUM, $250K Gross Revenue. My business is comprised of mostly managed brokerage funds. My vehicles consist mostly of single of stocks, mutual funds, ETF's, annuities, life insurance and one single REIT.

I plan to retire with in the next 5 years

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,122 days old

Business Data

Blurred Charts

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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