PRACTICE INFORMATION

21-341 Michigan Practice Information 21-341 Michigan Practice Information 19-251-header2

This boutique RIA based in metropolitan Detroit focuses on holistic financial planning and discretionary investment management for its 47 households.  With trailing 12-month revenues of $185,663 from managing approximately $20 million in assets, this practice would make a great tuck-in acquisition for a firm that already has a presence in Michigan. 

The ideal buyer would be an experienced fee-only, fiduciary RIA with a client-first mentality willing to retain one advisor employee post-sale.  The ideal buyer would also have at least one staff member with the Certified Financial Planner designation and a staff member that is knowledgeable on insurance products

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON
Log in to your member dashboard to inquire. Not a member yet? Learn more and sign up for a free membership.

FP Transitions

Subscribe to our newsletter.