$110MM AUM | $970,000 GDC in Burlington, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
602 days old
General
Location
Burlington, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$970,000.00
# of Accounts
870
Avg Client Age
60
Overview

I work directly alongside my father who is a CFP. We are looking to acquire more AUM. We just bought our own building in Burlington, Wisconsin and clear through Raymond James and have a lot of flexibility in our practice.

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