Overview

$28MM AUM / $250K Gross Revenue / My business is comprised of mostly Variable Annuities, Fixed Annuities and Mutual Funds, a little bit of insurance (LTC, life, disability), & REITs in that order. I manage approximately 80 households and approximately 65% of my revenue is fee based.

I plan on retiring in approximately 7-10 years. I'm open to forming a succession/continuity plan with another advisor. This advisor would need to be located within a 20-mile radius of Miracle Mile.

Last Activity
6 months or more

Business Data

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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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