Overview

$30MM AUM / $130K Gross Revenue / The majority of my book of business is invested in Mutual Funds. I also have my clients invested in Individual Stocks. I manage approximately 60 accounts and 100% of my revenue generated is fee based.

I've been in the industry for 30 years now. I plan on retiring within the next 3-5 years. However, I'm currently looking to bring on board a like minded advisor to work with for 12-24 months while I service the accounts through the transition.

Last Activity
within 2 months
Listing Age
360 days old

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