$18MM AUM | $80,000 GDC in Kenosha, WI

LISTING SOLD

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
385 days old
General
Location
Kenosha, WI, US
Listing Type
Seller
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$80,000.00
# of Accounts
450
Avg Client Age
53
Overview

This deal is in process and we not accepting any additional bids. Thanks for your interest.

Because of a strategic change in direction, we are looking to sell our bank book of business. The portfolio has grown over the past 15 years to about 18MM. The accounts are located in South Eastern Wisconsin. Finding the right fit for our clients is an important decision element for us. The ideal buyer is local, within 50 miles of Kenosha. We are hoping to close the deal before year end.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...