$70MM AUM | $400,000 GDC in Kalamazoo, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
404 days old
General
Compatibility
Location
Kalamazoo, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$400,000.00
# of Accounts
600
Avg Client Age
55
Overview

Full service new age firm focused on tax planning alignment with weath planning. Our CPA firm operates in conjunction with our investment and insurance firm. Looking for advisors needing an exit strategy whether all at once or over time.

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