$640MM AUM | $1.4MM GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Grand Rapids, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,425,000.00
# of Accounts
450
Avg Client Age
60
Overview

Our team is looking to acquire or merge practices on a selective basis when there is a good fit with the seller's practice. We believe in holistic financial planning for our private clients which helps to develop their investment strategy. In addition, we provide defined contribution, pension, foundation and corporate cash investment consulting.

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