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.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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