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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Sheboygan , WI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
2,000
Avg Client Age
58
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...