$125MM AUM | $600,000 GDC in
E Lansing, MI
My firm is a growing practice that is centered around the mid-Michigan area. Predominantly fee based, using Triad as our B/D and TD Ameritrade as our primary custodian. We are an independent RIA, and create custom solutions to manage client portfolios. Lots of assets in ETF's, mutual funds, some individual securities/bonds, and a significant amount of assets in mutual funds direct and variable annuity accounts from activities years ago.