$40MM AUM | $300,000 GDC in Troy, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Troy, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$300,000.00
# of Accounts
538
Avg Client Age
56
Overview

We are an IAR that primarily focusing on advisory business. We do, however utilize annuities, insurance, and non-traded alternatives as complimentary ancillary solutions. Our main clientele are individuals and families in the latter years of pre-retirement. I have been in practice for 21 years and have assembled a team of licensed advisors and non-licensed admin that is primed for immediate growth. We are looking to acquire a practice and have the means, systems and personnel to handle substantial immediate growth.

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