Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Mount Pleasant, WI, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$105,000.00
# of Accounts
50
Avg Client Age
55
Overview

I want to acquire an AUM book of less than $80MM, merge it with my own, build the brand and grow it for the next advisor to continue the trust and confidence of people.

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