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 week
Listing Age
321 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...