$350MM AUM | $3.3MM GDC in Ann Arbor, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
434 days old
General
Location
Ann Arbor, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$3,300,000.00
# of Accounts
390
Avg Client Age
50
Overview

We are fee based national RIA which focuses on full service financial planning and custom portfolios. The main planner has more than 12 years in the financial business and holds his CFP Designation and CFA Charter.

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