Market
RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Ann Arbor, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Business Type
Registered Investment Advisor
AUM
$140,000,000.00
Gross Revenue
$1,150,000.00
# of Accounts
1,100
Avg Client Age
61
Overview

We are a growing Hybrid RIA firm with several business channels that is seeking to expand through acquisitions, mergers, or partnering with similar advisors.

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