Overview

$14MM AUM / $135K Gross Revenue / My business is primarily invested in Stocks and Bonds. I also have a smaller position in Mutual Funds and ETFs. I manage approximately 65 accounts and 80% of my revenue generated is fee based.

I plan on retiring in 5 years so around 2024. At the moment, I'm looking to continue to grow my business and would be interested in discussing a partnership/merge opportunity with another advisor that I could identify as my future successor.

Ideal partner: I'm looking for someone in South Florida - South Miami-Dade, Miami-Dade & Broward Counties. I'd like someone local as I'd like to bring in more clients (and younger clients) in the state of Florida. I'd like an advisor with a series 65 and series 7 licenses.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
931 days old

Business Data

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