Overview

$32.6MM AUM / $178K Gross Revenue / My book of business is fairly diversified. I'm currently holding positions in UITs, Treasuries, REITS, Annuities, Mutual Funds and a portion allocated toward 3rd party money management. I manage 192 accounts and 26% of my revenue generated is fee based.

I've been in the industry for 13 years. I plan to retire within the next 4 years. However, should the right offer come along I may retire sooner. Also, once I am fortunate enough to come across the right advisor to take over my practice, I would prefer to stay on board for 12-24 months in order to service the accounts during the transition.


Last Activity
6 months or more
Listing Age
545 days old

Business Data

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