$105MM AUM | $896,000 GDC in Farmington Hills, MI

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
48 days old
General
Listing Type
Buyer
Location
Farmington Hills, MI, US
Fee 0% Commission 100%
Gross Revenue
$896,000.00
# of Accounts
500
Avg Client Age
52
Overview

Experienced advisor group seeking acquisition of BOB in the Metro Detroit area. We are licensed in various states across the country, including but not limited to FL, CA, OH, NY. Have well developed relationships with CPAs. Significant experience with 401(k)/403b plans (design and management), insurance, annuities, financial planning, structured products, and managed accounts. We have video conferencing technology for out of town clients and host multiple marketing events throughout the year for client appreciation and acquisition. Large broker dealer provides compliance, marketing, tool/resources, and "Class A" office space.

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