Overview

$60MM AUM / $700K Gross Revenue / My business is comprised of 90% common stocks, most of which carry dividends. I have about 10% in fixed income positions and will be looking to rebalance my portfolio as interest rates become more attractive.

I plan to retire in approximately 3 years and I'm interested in finding the right successor to take over approximately 80 accounts. Of the 80 accounts, 35 of those accounts carry $500K or more. 90% of my current business is done over the phone.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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