$875MM AUM | $5MM GDC in Milwaukee, WI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
220 days old
General
Listing Type
Buyer | Find Successor
Location
Milwaukee, WI, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
400
Avg Client Age
60
Overview

Advisor Listing - $875MM AUM Succession Opportunity in Milwaukee, WI

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...