Market
Advisor/RIA
Member Level
Lite
Last Activity
today
General
Location
Troy, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$925,000.00
# of Accounts
750
Avg Client Age
55
Overview

SEC-registered RIA firm specializing in active portfolio management and financial planning. All in house asset management using ETFs and individual stocks. We also have a growing Subadvisory business.

1. Looking for opportunities to scale and grow. Open to a merger with a firm of similar size or buy a practice.
2. Looking to add a growth-minded advisor that would over time have the opportunity to buy senior partners practice.

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