$55MM AUM | $400,000 GDC in Livonia, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Livonia, MI, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# of Accounts
650
Avg Client Age
67
Overview

55% (9 million) is managed money
45% annuities (VA's) and the rest is managed money and mutual funds.
Willing to stay in for 1 year during transition.
Asking price is $1 million, but the terms are negotiable.

Extended Profile Information

Loading...