Overview

$40MM AUM / $500K Gross Revenue / The majority of my book is invested in Mutual Funds, Stocks and Bonds. I have a much smaller position in Annuities and ETFs. I manage approximately 50 households and roughly 30% of my revenue generated is fee based.

I plan to retire within the next 3-4 years. However, I would like to have somebody come in and merge practices ahead of time.

Last Activity
6 months or more

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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