Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
391 days old
General
Location
Miamisburg, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$50,000.00
# of Accounts
2,000
Avg Client Age
40
Overview

I manage a large number of employer-sponsored accounts, and do retail business off of this base. My retail business has a heavy Roth IRA/mutual fund focus, with a healthy dose of retail annuities mixed in. I am interested in buying a book of mostly fee-based business.

Business Mix Info

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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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Technology Solutions

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