$350MM AUM | $3.5MM GDC in Oshkosh, WI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Oshkosh, WI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$3,500,000.00
# of Accounts
1,500
Avg Client Age
62
Overview

Growing wealth management firm looking to acquire/merge with other advisory practices in our area. We have a strong team of individuals with service centered mindsets. We predominately work fee based.

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