$40MM AUM | $1.2MM GDC in Lansing, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Lansing, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
1,300
Avg Client Age
60
Overview

We are a full service retirement planning practice with over 34 years experience. Our firm is completely referral based and we normally see 5-7 clients per day. Currently we are looking to bring in another advisor to service the volume of clients we have or possibly downsize our client base to a more manageable level. In 8-10 years the owner plans to transition out of the business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...