$145MM AUM | $1MM GDC in Farmington Hills, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
Farmington Hills, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$145,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
150
Avg Client Age
55
Overview

We are an independent fee-based manager started in 1993. We employ a holistic approach to wealth guidance, built on our core competency of stock research and portfolio management. Our client stock portfolios are actively managed and built on a solid foundation of approximately 30 mostly large, high ROE individual companies with a history of growth and dividend increases. Our balanced portfolios take a more conservative approach by adding a diversified bond component. We balance a healthy respect for risk with the pursuit of growth and income.

We are interested in talking with like-minded firms about M&A, combinations and succession pathways.

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