$163MM AUM | $1.1MM GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Grand Rapids, MI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$163,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
2,800
Avg Client Age
57
Overview

We are a firm that works hand in hand with our Michigan based credit union to serve the member base for financial planning, estate planning, and college planning. We pride ourselves in working closely with our members to help them achieve financial goals and objectives. We are looking to grow in East Michigan and Naples were we have expanded our member base. We have an interest in growing our client base through acquisition/merg or member referrals.

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