$233MM AUM | $1.9MM GDC in Bloomfield Hills, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
414 days old
General
Location
Bloomfield Hills, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$233,890,768.00
Gross Revenue
$1,900,000.00
# of Accounts
1,959
Avg Client Age
55
Overview

We are a team located at Ameriprise that has for the past 34 years specialized in building relationships through financial and retirement planning. Everyone on our five-person team believes that our clients are our employer. That candid conversation with clients is the best policy which is why we all have a crystal-clear compliance record. Because of this approach we have been recognized frequently in the past decade for being one of southeast Michigan's best advisory teams in Crain's Detroit Business, Hour Detroit, dBusiness, and Forbes. Ameriprise has consistently received accolades the past several years within the financial services industry for trust and service. Over the past 25 years we have acquired businesses of quality advisors and a proven protocol to make a transition successful for the clients, the departing advisor and our team. Ameriprise has an industry unique practice acquisition program that would be worth your time to investigate. We hope to have an opportunity to talk with you about your future and that of the families that have placed their trust in you.

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