$125MM AUM | $1.5MM GDC in Bloomfield, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Bloomfield, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
600
Avg Client Age
57
Overview

I have a financial planning firm that I started in 2001. I have 3 brokers that work for me and together we have 600 clients. Our office is on Woodward Ave in Bloomfield and we have been at this location for 9 years. My firm does all manner of financial planning with an emphasis on retirement services. We are looking to grow the business by adding clients and feel that we have the right size and scope to look at acquiring a practice. Our business model is very client-centered as we provide a diverse set of benefits to our clientele. We also put on a number of client events throughout the year that help us maintain close interpersonal relationships with our clients.

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