$120MM AUM | $1MM GDC in Bingham Farms, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Bingham Farms, MI, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
600
Avg Client Age
63
Overview

Comprehensive financial planning firm with special emphasis on entrepreneurs and professionals. Succession opportunity for advisor dedicated to leading planning and investment strategies.

Highly trained staff with strong technology tools in place, including Orion, eMoney, Redtail, etc.

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