Overview

$35MM AUM / $240K Gross Revenue / I am an RIA and consider myself a portfolio builder. I have my clients invested strictly in Stocks, Bonds and Options. I manage approximately 85 accounts and 95% of my revenue generated is commission based.

I've been in the industry for 47 years now and plan to retire within the next 2-5 years. However, I'm planning my succession now and looking to bring on a younger advisor in order to work along side me as I service my accounts through the transition


Last Activity
within 6 months
Listing Age
468 days old

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