Overview

I managed a book of retail clients with average AUM of $1MM - $5MM who are at or near retirement and appreciate a financial planning approach to investing. I also work with a few 401k plans at the request of my owner/executive clients.

I am looking to find individuals interested in selling/transitioning their practice in the surrounding Grand Rapids area.

Market
Advisor/RIA
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...