Overview

We are a large independent hybrid firm working with Independence Capital Company as our Broker/Dealer. We have used mostly brokerage accounts and mutual funds in the past. We are now growing our managed money platform and may be interested in acquiring some AUM or other books of business. We are based in suburban Detroit but travel all over lower Michigan and have an office in Grand Rapids.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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