$85MM AUM | $750,000 GDC in Kenosha, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Kenosha, WI, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
300
Avg Client Age
60
Overview

My business is comprised of predominately commission based assets but we are in the process of moving our clients to a fee based environment. We have roughly $85M under management and are looking to grow that number by double over the next 3 years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...