$130MM AUM | $1.1MM GDC in Green Bay, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Green Bay, WI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
1,000
Avg Client Age
61
Overview

Looking for business expansion opportunities by purchasing existing well run practices in the greater Green Bay area. I am looking for opportunities to bring advisors that need a great office environment and support to grow their practice. I am also looking to purchase a practice to grow my own business.

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