$85MM AUM | $750,000 GDC in Mequon, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Mequon, WI, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
285
Avg Client Age
55
Overview

A Research and Advisory services firm that manages customized portfolios of individual stocks or bonds for registered investment advisors, institutions, and individuals. The firm utilizes a value-oriented investment philosophy and seeks to partner with other advisors whom we can support with our investment research, technology, and back office functions; allowing them to spend more time working with clients and executing their business goals.

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