$50MM AUM | $600,000 GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
411 days old
General
Location
Grand Rapids, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$600,000.00
# of Accounts
360
Avg Client Age
45
Overview

Lifeworks is a multi-generational team that provides wealth management services and strategic advising to successful families, businesses, and entrepreneurs.

We are looking to make strategic acquisitions within the State of Michigan.

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