$200MM AUM | $500,000 GDC in Grand Rapids, Mi & Chicago, Il, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Grand Rapids, Mi & Chicago, Il, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
50
Overview

Young growing firm looking to acquire retiring advisor practices. Strong incentives including aggressive valuations and potential equity ownership. Terms can include: continued employment, part time consulting or complete phase out.

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