$16MM AUM | $122,000 GDC in Madison, WI

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Madison, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$122,000.00
# of Accounts
347
Avg Client Age
61
Overview

Looking to grow my small service based practice. Where the customer needs come first. They will get the personal, competent care your clients deserve.

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