$12MM AUM | $250,000 GDC in New Berlin, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New Berlin, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$250,000.00
# of Accounts
400
Avg Client Age
55
Overview

We have a P&C agency along with a financial planning firm.

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