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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Milwaukee, WI, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...