$30MM AUM | $360,000 GDC in Birmingham, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Birmingham, MI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$360,000.00
# of Accounts
150
Avg Client Age
47
Overview

I'm looking to grow my personal practice through Merger and Acquisition. As a Managing Director, Partner we now have over 200 Advisors in 20 states with $6 Billion of AUM. Although, I haven't personally acquired a practice, my firm Stratos Wealth Partners(Hybrid RIA) has done so. I've been part of a succession plan due to death. I'm looking for opportunities for people who want to be part of a Team-Firm that may want to sell now or create that continuity plan to protect their practice.

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