$150MM AUM | $1MM GDC in Southfield, MI

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Southfield, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
370
Avg Client Age
52
Overview

We provide 401(k) and wealth management services for growth-driven business owners. Services include ERISA consulting, estate planning, tax planning and asset management. Started in 2000, we have served the Michigan market on a fee-only basis.

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