Overview

$11MM AUM / $120K Gross Revenue / The bulk of my book of business is invested in Mutual Funds. I also have a healthy position invested in Annuities followed by a small portion in single stocks. I manage approximately 100 households and roughly 40% of my revenue generated is fee based.

I plan to retire within the year 2025. However, I would prefer to stay on board for approximately 6-12 months once my successor takes over in order to service the accounts

Would like to keep the client base within the Ameriprise network.

Last Activity
today
Listing Age
1,448 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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