Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Livonia, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$120,000.00
# of Accounts
150
Avg Client Age
62
Overview

We are a Registered Investment Advisor firm that focuses on retirement income planning. We are looking to expand and buy into an existing book of business that reflects our approach....financial planning only, creating predictable income streams and promoting long term growth.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...