$40MM AUM | $350,000 GDC in Royal Oak, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Royal Oak, MI, US
Fee 0% Commission 100%
$350,000
Gross Revenue
300
# of Accounts
58
Avg Client Age
Overview

A independent, comprehensive financial planning and fee-based advisor firm. We specialize in working with the upper-middle class and have a referral arrangement with a large credit union.

Extended Profile Information

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