Overview

$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

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...