$22MM AUM | $150,000 GDC in Pewaukee, WI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Pewaukee, WI, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
300
Avg Client Age
50
Overview

I am an IAR with a IBD looing to buy/merge or acquire a financial planning business. The sweet spot for purchase would be a over 50% Fee based practice with assets ober $20,000,000 in the Greater Milwaukee Area.

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