$9MM AUM | $90,000 GDC in Northville, MI

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Find Successor
Location
Northville, MI, US
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# of Accounts
100
Avg Client Age
58
Overview

We are a wealth manager looking to grow our business organically and through acquisitions of businesses with similar philosophies and client bases.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...