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.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...