Overview

$45MM AUM / $175K Gross Revenue / My book of business is broken down into 3 major components. Managed Funds, Mutual Funds and Variable Annuities. Currently some of my clients are also invested in Equity and Fixed Index Funds with very little being allocated to Alternatives. Presently, I manage roughly 300 accounts and approximately 25% on my revenue generated is fee based. However, I am currently in the process of shifting more of my business into a fee based model.

I've been in the industry for 41 years now and I plan to retire within the next 2-5 years. Ideally, I'd like to bring on an associate to work with me during this time frame as I begin to wind down and service the accounts through the transition. Ultimately, making the said advisor(s) that I bring on board as my successor.


Last Activity
this month
Listing Age
471 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...