Overview

My business is comprised of 2.8 M AUM - a large base of mutual funds including ETFs, variable and fixed index annuities, stocks, REITs.

I am looking to sell my business as soon as I get the right offer. I would prefer that the buyer is local to better service my clients. Buyer would need life/health and series 7/66.

Deal Terms: ideally a cash offer, but flexible to downpayment with a 3 year earn out.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
1,131 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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Technology Solutions

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CRM Systems

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