Market
Advisor/RIA
Member Level
Lite
Last Activity
within 3 months
General
Location
Southfield, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$127,000.00
Gross Revenue
$870,000.00
# of Accounts
310
Avg Client Age
58
Overview

Purchase investment advisory practices from individual looking for an exit strategy and/or merge with practices looking for greater opportunity and support to grow book of business and create a succession plan.

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