Overview

$12MM AUM / $75K Gross Revenue / My book of business is pretty simple. I have my clients primarily invested in Mutual Funds and Variable as well as Fixed Annuities. I also have a total of roughly 15% of my book invested in Stocks and 3rd party managed funds. I mange approximately 85 accounts and 65% of my revenue generated is fee based.

I plan to retire within the next 2-5 years. However, I'm looking to bring somebody on board now in order to make the transition as smooth as possible.


Last Activity
within 4 months
Listing Age
525 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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Insurance Business

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CRM Systems

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