$16MM AUM | $150,000 GDC in Grand Blanc, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Grand Blanc, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$16,000,000.00
Gross Revenue
$150,000.00
# of Accounts
65
Avg Client Age
56
Overview

We are a holistic planning and investment management firm. Our goal is and will always be to help our clients succeed in their personal lives.
We believe in asset allocation that uses a tactical overview to take advantage of markets when opportunities arise. We work with small business owners and higher education professionals.
Our primary investment mix is mutual funds and ETF's.

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