$1MM AUM | $10,000 GDC in Portage, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Portage, MI, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
10
Avg Client Age
70
Overview

I have a small one practice with the active goal of growth.
It is my goal to attempt to grow by whatever means necessary to build a sustainable practice with the end goal to build a practice that will allow my children to join the practice in the future.

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