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
459 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...