Overview

$200MM AUM. I've been in business for 35+ years. Most of my book of business is invested in Mutual funds. However, I have a large portion invested in Annuities and a large chunk of my fee based business (residuals) is derived from Annuities. I also have a small portion invested in managed funds with Howard Vance. We have approximately 80 accounts.

My partner and I are looking to exit within the next 5 years or less. We're currently entertaining offers to have another set of advisors come in and work with us as we fade out over this course of time. We are very open to entertaining all offers within reason.


Last Activity
2 weeks
Listing Age
582 days old

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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