$1,100MM AUM | $9MM GDC in Haslett, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Haslett, MI, US
Fee 0% Commission 100%
Gross Revenue
$9,000,000.00
# of Accounts
9,000
Avg Client Age
61
Overview

Large network of advisers looking for practice integration and purchase opportunities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...