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Financial Advisor   

$300MM AUM | $1.1MM GDC in Grand Rapids, MI

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Grand Rapids, MI, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
220
Avg Client Age
50

Overview

SEC-registered RIA providing retirement plan (sponsor and participant level) services and wealth/financial planning services to individuals and not-for-profit entities. Looking to add IARs with book of business or incorporate an existing firm into our practice.

 
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