Overview

$27MM AUM / $206K Gross Revenue / I am an RIA and in my practice, I do a lot of buying and selling of both Call and Put options for my clients. I also have a fair amount of Mutual Funds, ETFs and Annuities, with a very small position in Alternative Investments. I manage approximately 80 households and 95% of my revenue generated is fee based.

I've been in the industry for 40 years now. I'm looking to retire within the next 2-5 years. However, I would prefer to stay on board for approximately 6-12 months once my successor takes over in order to service the accounts.

Last Activity
6 months or more
Listing Age
397 days old

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