$200MM AUM | $1.2MM GDC in Trenton, MI

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Trenton, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
3,000
Avg Client Age
60
Overview

Wealth management firm managing ~$200mm in the Detroit area. Interested in helping local advisors retire if/when acquiring their practice makes sense for them and us.

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