Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
General
Location
Kentwood, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$2,145,000.00
# of Accounts
1,440
Avg Client Age
63
Overview

Looking to purchase or merge our practice for growth and to create a stronger long term client base.

We have offices in Grand Rapids and Okemos. We are looking to expand our brand as a full service legacy planning firm for individuals and business owners. We assist in Wealth Management, Estate Planning, Tax Planning and getting our clients through retirement.

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