Overview

$30MM AUM / $375K Gross Revenue / My book of business is well diversified between Mutual Funds, ETFs and UITs. I also have a fairly decent sized portion of Equities and Annuities. I have a very small portion of my clients invested in Life, Long Term Care and REITs, I manage approximately 65 households and roughly 75% of my revenue generated is fee based. I'm the family steward for my client base and have multi-generational clients within my book of business.

I'm looking to purchase a book of business with AUM in the $5MM-$10MM range with a smaller amount of clients. I'm also be interested in the advisor to merge in 2020-2020 depending on the comfort level during transition.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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