Overview

$100MM AUM / $540K Gross Revenue / My book of business is pretty evenly spread between Mutual Funds, Alternative Investment. Stocks, Bonds, ETFs and Annuities. I manage approximately 310 accounts and 85% of my revenue generated is fee based.

I've been in the industry for 30 years and I'm looking to retire within the next 4-5 years. However, I would prefer to stay on board for 12-24 months in order to service the accounts through the transition.


Last Activity
2 weeks
Listing Age
554 days old
Listing Updated
Dec. 21, 2023

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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