$40MM AUM | $300,000 GDC in Bloomfield Hills, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
424 days old
General
Compatibility
Location
Bloomfield Hills, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$300,000.00
# of Accounts
100
Avg Client Age
60
Overview

Looking to merge, partner, or purchase a business. Clean U-4, extensive experience in retirement income planning. Mostly managed money, very little insurance or annuity business. Willing to travel and work with smaller account size. Expertise in 401k management and participant education. Willing to work with plan participants of any size company.

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