Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
726 days old
General
Location
Birmingham, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,200,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
400
Avg Client Age
56
Overview

Our business is made up of a 30%/70% institutional/HNW clients. We are very process and procedure based. We are interested in acquiring RIA's that are looking to retire or establish a succession strategy and care that their client base will be taken care of.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...