$68MM AUM | $630,000 GDC in Ann Arbor, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Ann Arbor, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$68.00
Gross Revenue
$630,000.00
# of Accounts
168
Avg Client Age
51
Overview

I am 95% advisory. I am exploring to either buy assets and grow my firm or merge with another firm for succession reasons as well as adding other values to the firm. Accounting, Estate planning. 2019 we will have more office space available for one additional admin. and 2 financial advisers. I function as a Fiduciary and a Hybrid RIA.

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