$150MM AUM | $1.5MM GDC in Ada, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
470 days old
General
Location
Ada, MI, US
Profile Type
Seller
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
Overview

Looking for succession and continuity planning options.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...