$7MM AUM | $20,000 GDC in Whitewater, WI

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This member is currently researching and engaging existing inquiries.
Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Whitewater, WI, US
Fee 0% Commission 100%
$20,000
Gross Revenue
60
# of Accounts
65
Avg Client Age
Overview

Small practice of life insurance and annuities business, and a few 401Ks. John Hancock is the custodian for the 401k business.

Extended Profile Information

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