$4B AUM | $1 GDC in Clawson, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Clawson, MI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1.00
# of Accounts
70
Avg Client Age
45
Overview

We currently have approximately $4 Billion in assets with Clients around the country. We are open to conversations with RIA practices that are looking to put succession plans in place, are entertaining outright sales, or simply needs a partner to help with their strategic direction. Every situation is unique and we will approach each opportunity as a customized transaction that is beneficial to both parties. Please let me know if this is a strategy you are interested in discussing. Thank you. Craig.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...