Overview

$20MM AUM / $140K Gross Revenue / My business is 50% advisory and consists of Mutual Funds, UITs, Annuities and REITs. I manage approximately 100 accounts and 50% of my revenue generated is fee based.

I plan to retire in approximately 5-7 years. However, I would prefer to stay on board for approximately 6-12 months once my successor takes over in order to service the accounts.


Last Activity
this month
Listing Age
1,940 days old
Listing Updated
Dec. 21, 2023

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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