Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
481 days old
General
Location
Grand Rapids, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,600,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
12,000
Avg Client Age
60
Overview

I manage a credit union investment program looking to purchase a book of business, or merge a practice with our existing advisor in the Grand Rapids area. Our advisors that like the freedom of independence with the support of branch referrals and industry technology. Our program retains top advisors because we give them the support to succeed without the layers of management, excessive meetings and conference calls or activity reporting. Our advisors don’t need micromanagement but appreciate referrals and want access to a large array of investment options for their clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...