Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
588 days old
General
Location
Brighton, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$58,000,000.00
Gross Revenue
$935,000.00
# of Accounts
600
Avg Client Age
64
Overview

Independent - Holistic Planning with a focus on Income Planning is our focus. 4 member team with one producer/advisor.. looking to add advisor to help with number of clients.

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