Overview

$40MM AUM / $500K Gross Revenue / The bulk of my book of business is invested in Stocks. I also have a healthy position invested in Mutual Funds, ETFs and Annuities, with a very small portion in Life Insurance. I manage about 150 households and approximately 90% of my revenue generated is fee based.

I'm looking to purchase a book built fairly similar to my own. I would also prefer that it come from a independent agent within a 100 mile radius from San Antonio.

Market
Advisor/RIA
Member Level
Basic
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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Technology Solutions

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CRM Systems

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