Overview

$56MM AUM / $564K Gross Revenue / The bulk of my book of business is invested in Stocks & ETF. I also have a good portion of my book invested in Mutual Funds. I manage approximately 150 households, and 100% of my revenue generated is fee-based.

I plan to retire within the year 2023, as I'd like to stay on board for six months to a year to service the accounts.

My ideal candidate would be an experienced fee-based advisor who is extraordinarily client-centered.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
440 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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