$58MM AUM | $935,000 GDC in Brighton, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
227 days old
General
Compatibility
Location
Brighton, MI, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
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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