Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Pewaukee, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000.00
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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