$27MM AUM | $150,000 GDC in De Pere, WI
Member is Interested In:
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.