$25MM AUM | $210,000 GDC in Saginaw, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Saginaw, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$210,000.00
# of Accounts
100
Avg Client Age
65
Overview

I run a financial planning practice that is extremely client service focused. I have been in the business for 15 years and am a licensed CFP. Prior to my financial planning career, I was a CPA for 7 years and feel that this training helps me in providing high quality service and financial advice. My practice currently consists of myself, a licensed assistant, and an office professional. I am looking to expand my practice and am actively looking for a suitable practice acquisition match.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...