$70MM AUM | $780,000 GDC in Southgate, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Southgate, MI, US
Fee 0% Commission 100%
Gross Revenue
$780,000
# of Accounts
300
Avg Client Age
62
Overview

We are an Independent, comprehensive retirement, Social Security and wealth management firm looking for continued growth through acquisition or merger.

Extended Profile Information

Loading...