$90MM AUM | $500,000 GDC in Janesville, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Janesville, WI, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
330
Avg Client Age
55
Overview

Looking to grow through practice acquisition. Experienced firm in fee based asset management and financial planning. NOT interested in changing Broker Dealers. Looking for potential sellers that are looking to exit the business within 2-3 years.

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