Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
606 days old
General
Location
Ann Arbor, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$3,900,000.00
# of Accounts
5,000
Avg Client Age
40
Overview

Looking to grow current agency by purchasing insurance agency with P & C opportunities, life, annuity and long term care lines. Agencies in several cities including Ann Arbor, Michigan.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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