$50MM AUM | $350,000 GDC in Milford, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Milford, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
425
Avg Client Age
70
Overview

Looking for growth in assets through acquisition or short term merger with buyout.

Client service is vital to success and referral based practice is best method.
Holistic approach to managing client relationship.

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