$3B AUM | $15MM GDC in Haslett, MI

Market
RIA
Member Level
Chalice
Last Activity
this week
General
Location
Haslett, MI, US
Profile Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$3,000,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
15,000
Avg Client Age
50
Overview

We are a hybrid independent RIA with offices across the country that has purchased and merged with multiple IARs and RIAs successfully. We have structured deals multiple ways depending on the current adviser's timeline.

If you are looking to sell or merge your practice, we encourage you to contact us so that we can explore how we can help you obtain your goals.

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