$250MM AUM | $2.3MM GDC in Novi, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Novi, MI, US
Fee 0% Commission 100%
$2,300,000
Gross Revenue
245
# of Accounts
50
Avg Client Age
Overview

we manage $250mm for our clients mostly through active management of asset allocation and security selection. We have CFP, CRPC, series 7, 65, 63, life, accident and health licenses.

Extended Profile Information

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