$65MM AUM | $2.2MM GDC in Troy, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
575 days old
General
Location
Troy, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
306
Avg Client Age
63
Overview

We are a growing retirement planning firm, looking to purchase additional RIA firms and retirement planning businesses that are a good fit for the work that we provide to our clients.

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