$75MM AUM | $350,000 GDC in Waunakee, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Waunakee, WI, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
400
Avg Client Age
62
Overview

Financial Planning firm with a focus on retirement planning and investment management.
Looking to see what practices are for sale in my area.

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