Overview

$136MM AUM / $1.1MM Gross Revenue / My book of business is very simple and clean. I'm a portfolio builder and the majority of my book is invested in Individual Stocks and Mutual Funds. I also have very little invested in Life Insurance and Annuities. I manage approximately 350 households and 98% of my revenue generated is fee based.

I've been in the industry for 18 years now and will be looking to retire within the next 3-4 years. Preferably, I'd like to bring on another advisor now while I stay on board to service the accounts through the transition. Ultimately, I'd prefer to be bought out over the next 3-4 years.


Last Activity
2 weeks
Listing Age
382 days old

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