Overview

$50MM AUM / $200K Gross Revenue / The bulk of my book of business is in Preferred Asset Management accounts. I also have holdings in Mutual Funds and a very small portion of Annuities. I manage approximately 200 households and roughly 55% of my revenue generated is fee based.

I plan to retire in 2025. However, I'm looking for an advisor outside of my current Broker/Dealer, that wants to own an enterprise of financial advisors and work along side with myself and 11 other advisors as I prepare for retirement.

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

Business Data

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Clearing Firm / Custodian

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