$250MM AUM | $3MM GDC in Troy, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Troy, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
200
Avg Client Age
63
Overview

I am an Independent rep in a group practice. We currently manage over $250 million in assets with over $40 million in group retirement plan assets. Our business is mostly managed assets but we do have some annuities and mutual fund business.
We are looking for groups with managed accounts and/or retirement plan practices.

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