$72MM AUM | $500,000 GDC in Mequon, WI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Mequon, WI, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
285
Avg Client Age
55
Overview

A Research and Advisory services firm that manages portfolios of individual stocks or bonds for registered investment advisors, institutions, and individuals. The firm's value-oriented investment strategy guides it in buying companies when they trade for less than appraised value and selling companies when they trade at or above fair value.

We partner with other advisors whom we can support with our investment research, allowing them to send more time working with clients and executing their business goals.

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