$15MM AUM | $110,000 GDC in MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
, MI, US
Fee 0% Commission 100%
$110,000
Gross Revenue
Overview

As a CFP ®, the focus of my practice is overall financial advice. Client’s assets are managed predominantly in advisory platforms.

My interest is in acquiring a practice or looking for partnerships for long term growth and succession planning.

Extended Profile Information

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