$504MM AUM | $4MM GDC in Fond Du Lac, WI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Fond Du Lac, WI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$504,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
3,600
Avg Client Age
60
Overview

We are looking to expand our practice to a new geographical areas within Wisconsin. We currently have a practice in Fond du Lac and Manitowoc. We are interested in buy/sell or partial takeover opportunities for advisors looking to retire within the next 3 to 10 years. ___-___-____ ask for Jeremy or Chad.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...