Overview

$35MM AUM / $255K Gross Revenue / The majority of my business is in Advisory. I have my clients invested in Annuities, Mutual Funds, Stocks & Bonds. I manage approximately 250 accounts and 75%+ of my revenue generated is fee based.

I haven't quite decided when I want to retire yet but if the right offer was made I would give it strong consideration.

Last Activity
within 2 months
Listing Age
1,819 days old

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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