Overview

$210MM Gross Revenue / $1.1MM Gross Revenue / Much of my book of business is held by 3rd Party Money Managers. I use the Orion platform and build portfolios that make sense for each client. The vehicles used are fairly standard in which my clients are invested in Mutual Funds, Annuities, Stocks, Bonds, etc. I manage 1,100 households and 80% of the revenue generated is fee based.

I've been in the business for 31 years now and I'm looking to establish a buyout program over the next 7 to 10 years. Ideally, I'd prefer to have an established advisor with his/her own book come on board and allow me to service the accounts through the transition as I ultimately phase out.

Last Activity
within 2 months
Listing Age
360 days old

Business Data

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