$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.