Overview

$200MM AUM / $2.2MM Gross Revenue / The bulk of my book of business is managed funds. I have positions in Stock and Bonds, Mutual Funds, Annuities, REITS and Private Placements. I manage approximately 60 accounts and 95% of my revenue generated is fee based. I'm looking to succeed my practice within the year 2020-2021.

I'm looking to sell off a division of this RIA. Looking for qualified candidates that know investment management and financial planning. I will also consider merging part of the business with another firm.

My ideal candidate would be an advisor that has experience in family office space and managing individual equity.

Last Activity
this week
Listing Age
1,695 days old

Business Data

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