Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Neenah, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
100
Avg Client Age
45
Overview

Comprehensive wealth management firm. Working with individuals and small businesses. Mostly fee based book of business. We are looking to expand our book by purchasing other local firms or individual advisors looking to retire in our area of the fox valley in Wisconsin.

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