Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Farmington, MI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
50
Overview

I am looking to purchase a book in the state I grew up in. I am currently building up a larger client base in MI. Fee based. I have access to financing through my current firm which is considering opening up a branch in MI.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...