$15MM AUM | $150,000 GDC in Eau Claire, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Eau Claire, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
175
Avg Client Age
60
Overview

I'm looking to acquire $20M-$50M book of business. Ideally the person selling would like to work a year or 2 to insure maximum retention. I would prefer the book to primarily be made up of the baby boomer demographic.

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