Overview

$25MM AUM / $175K Gross Revenue / My book of business is fairly simple and straightforward. I have my clients pretty evenly diversified between Mutual Funds, ETFs and both fixed and variable Annuities. I manage approximately 200 accounts and 100% of my revenue generated is commission based.

I've been in the industry for 59 years now and will be looking to retire within the next 3 years. However, I am currently looking for a successor now that would come on board as I stay on and service the account for 6-12 months through the transition. I also have available office space in a 2,000 Sq Ft office. 8 individual office spaces and includes onsite parking.

Last Activity
this month
Listing Age
344 days old

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