$17MM AUM / $76K Gross Revenue / The bulk of my book of business is invested in Mutual Funds. I do also have a fairly decent position in Variable Annuities and a slight portion of my book in the hands of 3rd Party Money Managers. I manage approximately 100 accounts and 93% of my revenue generated is commission based.

I've been in the industry for 23 years now and I would like to have my book sold by years end. However, I would also prefer to stay on board for approximately 3-6 months in order to service the accounts through the transition.

Last Activity
6 months or more
Listing Age
339 days old

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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Technology Solutions

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CRM Systems