$150MM AUM | $1.4MM GDC in Auburn Hills, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Auburn Hills, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
600
Avg Client Age
65
Overview

We are a goal focused, planning driven firm who provides comprehensive financial life strategies for Affluent Families. We are looking to expand by adding/acquiring existing planning practices with similar planning concepts/characteristics.

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