Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Auburn Hills, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$2,700,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

Pure RIA, 3 partners, 10 employees. Approx 180m AUM. Looking for local RIA's that might be interested in merger to grow size and scale.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...