$60MM AUM | $650,000 GDC in Mattawan, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Mattawan, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$650,000.00
# of Accounts
250
Avg Client Age
60
Overview

I have been in business for 25 years and am looking to grow. I have a 60 mil practice that is mutual funds, annuities and fee based.I am currently transitioning to more fee based. I provide financial planning and am very service oriented.

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