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Financial Advisor   

$27MM AUM | $150,000 GDC in De Pere, WI

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
De Pere, WI, US
12 Month Gross Revenue
$150,000
Number of Accounts
75
Avg Client Age
50

Overview

Independent, state-registered RIA with ~$27 million under management. Young owner with a long future in the business looking to acquire a firm.

Systems I currently use: MoneyGuidePro, Tamarac AdvisorView (portfolio accounting and reporting), Microsoft Suite, YCharts.

10 years experience working with high net worth and ultra-high net worth families via RIA firms.

 
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