$200MM AUM | $1.4MM GDC in Clinton Township, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Clinton Township, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
750
Avg Client Age
63
Overview

Mostly fee based business in Clinton Township Michigan, looking to grow. I have a junior partner and two sales assistants.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...