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Financial Advisor

$75MM AUM | $450,000 GDC in Madison, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

1% Comm
99% Fee

General

Location
Madison, WI, US
12 Month Gross Revenue
$450,000
Number of Accounts
300
Avg Client Age
55

Overview

Looking for buy/merge or buy-in opportunities.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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