Overview

$20M AUM / $100K Gross Revenue / My book of business is very unique. I primarily invest my clients in individual stocks. However, if you know anything about buying & selling Limited Partnerships, we might have a little more to talk about. I have roughly 50 account and approximately 80% of my revenue generated is fee based.

I plan to retire within the next 1-3 years. However, I'm currently entertaining serious offers. I'd also prefer to stay on board for approximately 3-6 months once my successor takes over in order to service the accounts through the transition.

Market
Advisor/RIA
Last Activity
this month
Listing Age
56 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...