$9MM AUM | $240,000 GDC in Burnsville, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Burnsville, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$9,000,000.00
Gross Revenue
$240,000.00
# of Accounts
60
Avg Client Age
50
Overview

I am an active 3rd party manager. I provide money management through Guggenheim Index Mutual Funds. Trades can be accessed via TCA, Folio, Guggenheim. I have a 11 year 3rd party verified record. Avg annual return >18%. Current money management assets under influence 50M. I am looking to partner with a firm that can use my record to attract additional clients. My performance record can be verified at Theta Research - TimerTrac - Money Manager Review. Email me for a free 5 day pass to view performance at Theta Research. ___ I am seeking Advisors that would be interested in transitioning smaller "C" accounts away from their firm. I am a IAR with a partner that trades the equity strategy above through SMAs at Guggenheim and Jefferson National.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...