$25MM AUM | $250,000 GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Grand Rapids, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
150
Avg Client Age
65
Overview

I have a personal book of AUM business that I have had for almost 20 years. I am also one of the owners of a larger RIA firm that specializes in creating financial plans for investors and developing strong, low cost investment programs. I also act as an independent insurance agent for annuities and life insurance needs for my clients.

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