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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Grand Rapids, MI, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...