Overview

State charted RIA firm looking to buy or merge with another firm in Southeast Michigan. Looking for insurance agents or majority fee-based RIA firms. We are looking for younger advisors with small books that would like to join our firm with a potential for future partnership. This practice does not have or want a BD affiliation. Looking to make a transaction immediately if presented the right opportunity.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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