$120MM AUM | $1,100MM GDC in Pleasant Prairie, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Pleasant Prairie , WI, US
Fee 0% Commission 100%
$1,100,000,000
Gross Revenue
675
# of Accounts
60
Avg Client Age
Overview

We are a full service wealth management firm that provides investment management, tax preparation, advanced tax planning, life insurance and estate planning.

By using this site we hope to find individuals who have retirement in mind and are looking to sell or merge their practice.

Extended Profile Information

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