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

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

Extended Profile Information

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