$50MM AUM | $400,000 GDC in Royal Oak, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
234 days old
General
Location
Royal Oak, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
60
Overview

My business is a holistic financial advisory firm that provides financial planning, asset management, tax and bookkeeping. I am Series 7, RIA, and a CPA. I have been in practice for 21 years. Looking to acquire asset management or accounting/bookkeeping firms in the Detroit Area.

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