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SL advisors Listing
Financial Advisor   

$110MM AUM | $750,000 GDC in Milwaukee, WI

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Milwaukee, WI, US
12 Month Gross Revenue
$750,000
Number of Accounts
450
Avg Client Age
55

Overview

Looking for a smaller firm preferably in the $50-60 million AUM range located near the Milwaukee-area. Ideally we would like to absorb a smaller firm to increase our book of business.

 
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