$50MM AUM | $400,000 GDC in Birmingham, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Birmingham, MI, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
75
Avg Client Age
55
Overview

I provide customized investment portfolios and personalized attention for wealthy families and professionals. My team and I process and deliver the entire spectrum of financial planning, private banking, and tax-efficient investment management. My goal is to expand our practice.

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