$3MM AUM | $85,000 GDC in Waukesha, WI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
268 days old
General
Compatibility
Location
Waukesha, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$85,000.00
# of Accounts
95
Avg Client Age
45
Overview

I am looking to purchase an existing book of business where the majority of the business is fee based.

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