$213MM AUM | $1.4MM GDC in Middleton, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
289 days old
General
Location
Middleton, WI, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$213,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
700
Avg Client Age
65
Overview

We're a non-traditional advisory practice with an emphasis on advising on selling products. Our wealth management model includes financial planning and discretionary investment management (very limited funds, mostly stocks and bonds) for one management fee.

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