$163MM AUM | $1.6MM GDC in Northville, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Northville, MI, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$163,000,000.00
Gross Revenue
$1,550,000.00
# of Accounts
500
Avg Client Age
63
Overview

Center Street Wealth Strategies is a growing and successful independent advisory firm looking to acquire, or become successor, to like minded practice owners/advisors. Our firm is comprised of four advisors (and support staff) with an average age of 43, running mostly discretionary in-house model based portfolios in a fee-conscious manner.

We look forward to exploring opportunities with you to facilitate a successful and rewarding transition and/or practice sale. All inquiries will be kept strictly confidential.

Located in Downtown Northville, Michigan.

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