$6MM AUM | $73,000 GDC in Bayside, WI

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Bayside, WI, US
Fee 0% Commission 100%
Gross Revenue
$73,000.00
# of Accounts
93
Avg Client Age
50
Overview

Registered Investment Adviser seeks to purchase asset management practice focusing on direct equity ownership. No annuities or other insurance products.

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