$80MM AUM | $500,000 GDC in Troy, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Troy, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
1,800
Avg Client Age
58
Overview

We are a family run fee based practice focused on retirement planning. We are looking to grow through acquisition and have successfully purchased two practices with excellent results and retention.

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