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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Royal Oak, MI, US
12 Month Gross Revenue
$350,000
Number of Accounts
300
Avg Client Age
58

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.

 
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