$300MM AUM | $2MM GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
597 days old
General
Compatibility
Location
Grand Rapids, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
600
Avg Client Age
58
Overview

We are looking to add growth. We have a proprietary platform that makes it simple to merge or buy a practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...