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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
Kalamazoo, MI, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...