Overview

8/21/2024 UPDATE- Only looking for local buyers. $18MM AUM / $100K Gross Revenue / My book of business is fairly straight forward with a diversification amongst Mutual Funds, ETFs and Variable Annuities. I manage approximately 120 accounts and currently 60% of the revenue I generate is fee based.

I've been in the industry for 25 years now and I'm looking to retire within the next 2 years. However, I'm currently looking to bring on a younger advisor now. I'd prefer to stay on board for 6-12 months in order to service the accounts during the transition.


Last Activity
today
Listing Age
449 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 Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...