$72MM AUM | $388,000 GDC in Waukesha, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Waukesha, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$72,000,000.00
Gross Revenue
$388,000.00
# of Accounts
1,700
Avg Client Age
62
Overview

Purchase a practice from a retiring advisor that has trailing gross production in excess of $500,000.

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