$25MM AUM | $300,000 GDC in Berkley, MI
Member is Interested In:
We are an established, but still growing Financial advisory and insurance firm. We are looking to either purchase a book of business and/or merge with another partner. We are looking for partners that are currently in the independent B/D space of someone looking to divest themselves from the insurance based B/D. We have existing target markets that we may plug partners into as well.