$23MM AUM | $215,000 GDC in Milwaukee, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Milwaukee, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$215,000.00
# of Accounts
300
Avg Client Age
55
Overview

I am looking to expand my practice by purchasing existing business from advisor's (in SE Wisconsin) looking to exit the business. My goal is to give the current advisor piece of mind knowing his clients will be taken care of in the same manner he provided.

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