$20MM AUM | $200,000 GDC in Grand Rapids, MI

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
196 days old
General
Location
Grand Rapids, MI, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
50
Avg Client Age
50
Overview

We are currently part of a bigger team at Baird. Our practice specializes in financial planning and investment planning. Our goal is to help clients understand what they can control and help plan for the future through best practices. We have one CFP on our team with one partner currently studying for his. We also have a Qualified plan financial consultant on board and handle a few good sized 401k's. We're looking to partner with someone who is looking to step away for a few years. We have 3 partners in their 30's who are looking to grow their book of business more with other like minded advisors!

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