$50MM AUM | $475,000 GDC in Mattawan, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Mattawan, MI, US
Fee 0% Commission 100%
$475,000
Gross Revenue
250
# of Accounts
63
Avg Client Age
Overview

I have been in business for 25 years and am looking to grow. I have a 50 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.

Extended Profile Information

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