$65MM AUM | $400,000 GDC in Sheboygan, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Sheboygan , WI, US
Fee 0% Commission 100%
$400,000
Gross Revenue
2,000
# of Accounts
58
Avg Client Age
Overview

Growing practice that is actively looking to acquire book and/or merge books of business in our area. Two advisors on staff with one being an OSJ. We have successfully helped one advisor retire via acquisition.

Extended Profile Information

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