$100MM AUM | $1MM GDC in Sterling Heights, MI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Sterling Heights, MI, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
200
# of Accounts
60
Avg Client Age
Overview

8 person office looking to expand. We have and experienced office with room to grow. We focus on managed money/wrap accounts for all size clients. We also manage a large 401k and insurance practice.

Extended Profile Information

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