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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Sterling Heights, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
60
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.

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