$122MM AUM | $1.1MM GDC in Green Bay, WI

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Green Bay, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000
# of Accounts
325
Avg Client Age
58
Overview

We currently have access to capital and are looking to purchase practices to compliment or join the already existing practices or establish additional locations. Our processes are designed to streamline advisors duties to mainly only see clients or prospects rather than get bogged down in paperwork.

Extended Profile Information

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