$140MM AUM | $1.1MM GDC in Waukesha, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Waukesha, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,150,000.00
# of Accounts
850
Avg Client Age
60
Overview

Looking to acquire a practice within the greater Milwaukee/ Madison WI area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...