$102MM AUM | $750,000 GDC in Grand Rapids,, MI

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Merge | Succession
Location
Grand Rapids,, MI, US
Fee 0% Commission 100%
$750,000
Gross Revenue
360
# of Accounts
58
Avg Client Age
Overview

RIA, state of Michigan, CLU< ChFC and MSFS American College. Business niche transitions for small closely held business and retirement plans services.

Extended Profile Information

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