$25MM AUM | $700,000 GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Grand Rapids, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$700,000.00
# of Accounts
250
Avg Client Age
55
Overview

I founded my firm in Kalamazoo, MI 14 years ago and we moved to Grand Rapids, MI in 2012 to be closer to family and I'm looking to expand and open a second office GR market via acquiring or succeeding another firm. I'm 35 years old and looking to buy in the next 6months-3 years. Would love to meet with and build a relationship with any advisors in the GR area who are looking to slow down or retire over the next few years.

We are a fee based comprehensive planning firm with 14 years experience specializing in working with business owners and retirees.
I am a board certified CFP and work very closely with our clients on an ongoing basis and have no disclosures or violations.

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