Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
820 days old
General
Location
Kalamazoo, MI, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
58
Overview

We have several offices throughout the midwest that are looking at succession planning. As well as Advisors looking to acquire/ merge as possible successors. Feel free to contact for locations. We have a broker-dealer affiliation as well as our Registered Investment advisor. Not looking to change either of these.

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