– AUM: $50,000,000
– Recurring Revenue: $572,000
– Number of Accounts: 60
– Client Age Distribution : 0-59 (54%), 60-69 (30%), 70-79 (5%), 80+ (11%)
Young Principal with 17+ years of industry experience in regulatory, management, and wealth management is looking for a creative and mutually beneficial selling arrangement. Flexibility in transition timeframe and integration of book to maximize the client experience and buy/sell profitability.
Certified E-filer, valuation experience along fund structure expertise combined with successful fund level audit as well as with PBGC for defined benefit pension plans.
This firm provides investment management, advisory & consulting services to Individuals, Funds, Charitable Organizations & Institutions.
The firm’s current structure provides opportunities for growth and services expansion.
This practice is located in the Columbia, SC area, less than 30 minutes from the State Capital building.
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