Overview

$20MM AUM / $175K Gross Revenue / We are RIAs and currently looking to sell a portion of our book. The portion listed here in this listing is what's up for sale. Our firm minimum is $500K and we currently have 100's of Legacy clients with approximately $200K-$300K each in their respective accounts. All of the accounts are comprised primarily of Mutual Funds and Annuities and every one of the accounts is also 100% fee based.

We're looking to sell this block of business to an honest advisor that will treat these clients with the respect and care that they've become accustomed to over the years. The terms are negotiable and we would like to make this a quick and hassle free transaction.


Last Activity
this month
Listing Age
463 days old
Listing Updated
July 12, 2024

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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