$85MM AUM | $600,000 GDC in Northern, WI

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Northern, WI, US
Fee 0% Commission 100%
$600,000
Gross Revenue
660
# of Accounts
60
Avg Client Age
Overview

Looking at opportunities to expand practice. I have done small purchases of practices and found it to be a good way to expand practice. Experienced with how to transition book to take care of clients.

Extended Profile Information

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