$25MM AUM | $325,000 GDC in Prairie Du Sac, WI

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
251 days old
General
Compatibility
Location
Prairie Du Sac, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$325,000.00
# of Accounts
200
Avg Client Age
60
Overview

Buy practice(s) in the 5-15m AUM, retiring with recurring revenue, and liquid advisory, fund, annuity assets that can be reinvested per our advisory models.

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