Overview

$54MM AUM / $540K Gross Revenue / The majority of my book of business is invested in Mutual Funds and Annuities. I also do a lot of Tax Planning, Estate Planning, I have Life Insurance on the books as well as Casualty & Property. I manage approximately 200 households and 95% of my revenue generated is fee based.

I'm looking to merge with a similar practice to that of my own. Ultimately, I'm looking to merge with an accounting firm that also has a focus Financial Panning and Wealth Management.

Last Activity
2 weeks

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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CRM Systems

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