Overview

We are Gerald Morse, Martin Maier and Gregory Bruff, a growing team interested in opportunities to acquire or merge where synergy is present.
Our focus is in managed assets with a core foundation of financial planning.
We are targeting the mid and South Michigan and southwest Florida areas but are open the right situation wherever we find it.


Last Activity
this week
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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