$90MM AUM | $300,000 GDC in Middleton, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Middleton, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$300,000.00
# of Accounts
1,000
Avg Client Age
58
Overview

We specialize in retirement planning and investment management and have a good knowledge of insurance planning. We have a team of 6 advisors and additional support staff. We are looking to grow through new means then we have been over the last 7-8 years.

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