Overview

$10.1MM AUM / $120K Gross Revenue / My business consists of Mutual Funds, ETFs, Single Stocks, Annuities and some Life Insurance. I manage approximately 100 accounts and my book is 45% fee based.

I plan to retire in approximately 5 years. I'd like to grow my business before retiring, this could be through a merge with a potential successor. I’m looking for an advisor or firm already with LPL to make for a smooth transaction. The advisor or firm must be local, within a 10 mile radius.

Market
Advisor/RIA
Last Activity
today

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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