Overview

$20MM AUM / $160K Gross Revenue / A good portion of my book of business is invested in Alts. I have capital invested in REITs, BDCs, Preferred Stock Issues and Private Equity. I also have a healthy position invested in Annuities and a much smaller position allocated towards Life Insurance and Mutual Funds.

I plan to retire within the next 6-12 months. However, I am looking for somebody to come on board asap, so that I may work along side my successor for a few months during the transition in order to service the accounts and make a proper introduction.

Last Activity
6 months or more
Listing Age
420 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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Technology Solutions

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CRM Systems

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Resources
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