$29MM AUM | $156,800 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. Custodian is Charles Schwab.
Systems I currently use: MoneyGuidePro, Tamarac AdvisorView (portfolio accounting and reporting), Microsoft Suite, YCharts.
Blend of active and indexed strategies within portfolios. Strong focus on planning and tax-sensitivity.
10 years experience working with high net worth and ultra-high net worth families via RIA firms.