$340MM AUM | $2.8MM GDC in Farmington Hills, MI

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Farmington Hills, MI, US
Fee 0% Commission 100%
Gross Revenue
$2,750,000
# of Accounts
1,500
Avg Client Age
62
Overview

Full financial planning practice with a detailed service model and tenured staff. Extensive experience in estate planning, retirement planning and investment analysis/management. Licensed in all 50 states.

Extended Profile Information

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