Overview

$86 Billion AUM / $40MM Gross Revenue / The bulk of our book is invested in Managed Accounts and Mutual Funds. We have a much smaller portion allocated towards Stocks, Bonds and Annuities and a completely different side allocated towards Life Insurance. We have approximately 1,000 accounts and roughly 95% of our revenue generated is fee based.

We're consistently looking to grow. Ideally, we like to bring on junior advisors who want to grow practice exponentially. However, we also assist in helping those advisors looking to exit the industry and need a succession plan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
494 days old

Business Data

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