$15MM AUM | $1 GDC in Traverse City, MI

Market
RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
275 days old
General
Compatibility
Location
Traverse City, MI, US
Listing Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$1.00
# of Accounts
50
Avg Client Age
45
Overview

I started MICAPITAL at age 26 with zero clients, after leaving a larger family office in Metro Detroit as an associate/support advisor. I've been in the industry for about 8 years, and interested in expanding the firm by attracting other Michigan based, wealth managers to our RIA platform. My passion is on the operations side of the business. Our investment advisory infrastructure is the most robust, turnkey solution for independent advisors and firms on the market. Our cutting edge platform is end-to-end and 100% integrated, which allows you to streamline and scale your practice more efficiently. We position each of our partner firms to be the go-to expert in their area of expertise, resulting in attracting and retaining their most ideal clients. We would also consider providing a succession plan for the advisor that is trying to exit the business entirely. Learn more here: ___

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...