$22MM AUM | $140,000 GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Grand Rapids, MI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
35
Avg Client Age
60
Overview

Looking for opportunities to leverage years of knowledge, capabilities and contacts. Always with the goal on how to further benefit clients and oneself professionally through strengths.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...