$7MM AUM | $150,000 GDC in Pontiac, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Pontiac, MI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$150,000.00
# of Accounts
25
Avg Client Age
60
Overview

We Manage, We Protect

Since 1978, Dennis Rotary has been assisting individual and corporate clients find solutions to their retirement and future planning needs. While he has the resources of a large investment company, Dennis feels equally comfortable at a kitchen table or a board room! Dennis takes great pride in his process of helping clients pursue and maintain financial security. Dennis has enjoyed helping successful people with their financial goals and monetary strategies to achieve their lifestyle dreams.

WHO WE SERVE

Those Who Are:

Within a 5 year window of thinking about scaling down their work week or retiring
Selling their business
Liquid Investable assets of $200,000 +
Understand market volatility
Understand planning is more than money
Still have goals in life
Wake up with energy in the morning, excited to take on the day

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...