Market
RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Zeeland, MI, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$140,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
950
Avg Client Age
65
Overview

We are a growing Wealth Management Firm with a dynamic team in place. Our goal is to enhance our growth by adding an additional location, acquiring a similar practice, a book of business or merging in an advisor that has a book. We are willing to look at all types of practices. We are also open to discussing employment opportunities or other creative solutions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...