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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Grand Rapids, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000
# 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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