$11MM AUM | $40,000 GDC in Madison, WI

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Madison, WI, US
Fee 0% Commission 100%
Gross Revenue
$40,000
# of Accounts
100
Avg Client Age
50
Overview

Looking to grow AUM business through acquisition. I have one partner and we are both Certified Family Business Specialists (CFBS) that focus on retirement income planning for individuals that own/operate closely held businesses.

Extended Profile Information

Loading...