$90MM AUM | $620,000 GDC in Watertown, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Continuity
Location
Watertown, WI, US
Fee 0% Commission 100%
Gross Revenue
$620,000
# of Accounts
450
Avg Client Age
62
Overview

A comprehensive financial planning driven practice seeking growth by selectively acquiring other practices that are like minded.

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