Overview

$15MM AUM / $84K Gross Revenue / My business is mostly an advisory practice. I work with 3rd party money managers and invest primarily in Mutual Funds and Fixed Annuities. I manage approximately 63 Households and about 50% of my business is fee based.

Depending on my health I plan to retire in about 7-10 years.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...