Overview

$39MM AUM / $350K Gross Revenue / My book of business is pretty straight forward. Just about my my entire book consists of Mutual Funds and ETF's. However, I'm consistently adding to the ETF portion of my portfolio. I also carry a very small portion of Stocks and Annuities.

I've been in the business for 22 years now. I'm looking to retire within the next 2-3 years. However, I would prefer to stay onboard for approximately 1 year once my successor takes over, in order to service the accounts through the transition. The sooner I find the right fit, would be once the one year of service would start..

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Listing Age
471 days old

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