$63MM AUM | $300,000 GDC in Madison, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Madison, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$63,000,000.00
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
58
Overview

Our firm is an independent, fee-only registered investment adviser (RIA). We are looking to grow our firm through an acquisition of a like-minded firm.

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