Overview

$6MM AUM / $100K Gross Revenue / Our business book consists primarily of Stocks and Mutual Funds with smaller holdings invested in Annuities and Life Insurance. We're currently managing 35 households, and of those households, 100% of our revenue is fee-based.

As CFP Fiduciaries, Accountants with our own Broker/Dealer and RIA business, also a sizeable Individual Tax practice, we are looking to buy AUM or bring Registered Reps with a book of business on board. We at McDonnaugh Securities LLC are committed to servicing our clients' needs and look forward to our interaction with all of them; we always apply the Financial Planning process when considering the client's needs. We believe by servicing the client; it helps us build a more productive business. If you are looking to join or merge with another practice with a shared vision to grow, protect, and transfer the client's wealth from generation to generation while protecting their downside, this is the place.

I'm eager to set up consultations ASAP with compatible advisors as my goal focuses on starting negotiating March of 2022.

Market
RIA
Last Activity
today

Business Data

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