Overview

$6MM AUM / $53K Gross Revenue / My business is comprised of Mutual Funds as well as Fixed and Variable Annuities. Most of my book is managed funds.

I'm not sure when I'll retire but when I do I'm looking for a like minded individual who would like to come in and take over as I stay on in an advisory role.

Last Activity
6 months or more

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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