Overview

Boutique solo practice, 100% fee-based, $90M AUM, specializing in portfolio management. Advisor/owner is 53 years old with 31 years in the industry, very low-key and relaxed approach, collaborative, patient. Most client portfolios use hybrid approach with mutual funds, ETFs, and individual stocks. No LPs, non-traded REITs, UITs, or anything with a lack of liquidity. Looking to acquire a fee-based practice from a retiring advisor, ideally between $10M-$30M AUM.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...