Overview

I am currently employed as an Investment Consultant/Portfolio Manager for a $30 billion RIA. I personally oversee a book of retirement plans with approximately $1 billion in assets. I am looking for opportunities with small fee-based firms looking for a succession plan where I would purchase and take over their firm. Ideally I would buy the firm with the current owner assisting with client transition. My ideal firm size would be in the area of $200K-$300K annual revenue. I would also consider purchasing a portion of a larger book of clients that generates similar revenue.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...