Overview

$200MM AUM / $1.5MM Gross Revenue / My business is very much focused on financial planning. I primarily invest my clients capital into Mutual Funds. I also utilize a small portion of ETFs and much smaller portion of Long Term Care and Life Insurance. I manage approximately 155 households and 98% of my revenue generated is fee based.

I plan to retire within the next 2-3 years. However, I do prefer to remain involved through a timely transition time to be determined in order to service the accounts during the transition.

Ideal candidates A firm focused individual teared toward financial planning and established as well as maintaining long standing relationships, located with 25 miles of my current location.


Last Activity
this month
Listing Age
1,630 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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