$27MM AUM | $245,000 GDC in Middleton, WI

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Succession
Location
Middleton, WI, US
Fee 0% Commission 100%
Gross Revenue
$245,000
# of Accounts
150
Avg Client Age
60
Overview

Looking to put a succession plan in place.

Extended Profile Information

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