Overview

$20MM AUM / $70K Gross Revenue / My book of business is pretty evenly divided between Mutual Funds and Annuities. I do also have a few clients invested in Individual Stocks as well as Life and Long Term Care Insurance. I manage approximately 40 households and 55% of my revenue generated is fee based.

I've been in the industry for 35 years now and I will be looking to retire with in the next1-2 years. However, I'm looking to bring my successor on board as soon as possible so that I may stay on board for 3-6 months in order to service the accounts through the transition.


Last Activity
within 6 months
Listing Age
474 days old
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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