$20MM AUM | $175,000 GDC in Wauwatosa, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Wauwatosa, WI, US
Listing Type
Find Successor | Buyer
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
125
Avg Client Age
65
Overview

Looking to expand WIS practice by seeking local book of business focusing primarily on advisory services and managed accounts.

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