Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Minocqua, WI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$180,000.00
# of Accounts
330
Avg Client Age
60
Overview

Successful wealth management firm looking to expand and grow assets through the addition of another advisor seeking a succession plan or just an opportunity to work with another like minded advisor in the business through a very reputable broker dealer.

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