$265MM AUM | $1.9MM GDC in Mequon, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Mequon, WI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,900,000.00
# of Accounts
1,691
Avg Client Age
60
Overview

Comprehensive financial planning firm specializing in working with corporate executives, small business owners and high net worth families. Looking for acquisition opportunities.

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