$700 AUM | $5.4MM GDC in Troy, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Troy, MI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$5,400,000.00
# of Accounts
2,600
Avg Client Age
61
Overview

We are a content-rich, growing wealth management RIA. We are fee-only, and have one-stop shop that allows us to provide an integrated client service package that is well received. We are seeking to find smaller RIAs seeking a succession arrangement or integration into our system.

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