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Financial Advisor   

$400MM AUM | $2MM GDC in Kalamazoo, MI

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Kalamazoo, MI, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
333
Avg Client Age
60

Overview

Arcadia is a registered investment advisory firm. We provide wealth management and investment management services for HNW families, families building wealth and institutions such as non-profit organizations.

On this site we hope to identify and connect with firms or individuals seeking a merger or buyout to address the challenge of succession.

 
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