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
Chalice
Last Activity
today
Listing Age
327 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...