Overview

$70MM AUM / $500K Gross Revenue / The bulk of my book of business is invested in Equities. I also hold a decent sized portion of Mutual Funds, Annuities and Life Insurance. I manage approximately 200 households and roughly 70% of my revenue generated is fee based.

I am actively looking to purchase a book of business with approximately $50MM in AUM. I have my own funding so I'd be able to close on a transaction quickly if the terms made sense.

Market
Advisor/RIA
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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