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Financial Advisor

$85MM AUM | $850,000 GDC in Green Bay, WI

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Green Bay, WI, US
12 Month Gross Revenue
$850,000
Number of Accounts
300
Avg Client Age
60

Overview

Successful Wealth Management firm that is 100% Fee Based. Looking to acquire other firms.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging