$97MM AUM | $593,000 GDC in Milwaukee, WI

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
233 days old
General
Location
Milwaukee, WI, US
Profile Type
Find Successor | Seller
Fee 0% Commission 100%
AUM
$97,695,000.00
Gross Revenue
$593,000.00
# of Accounts
468
Avg Client Age
65
Overview

After many successful years in the industry I am beginning my search for a successor for the practice I have built over the span of my career. For the right candidate I will be offering very good terms. My clients enjoy a robust client service model and high touch environment with my full time staff of many years. My ideal successor will be age 35-50 and be producing at least 250,000 themselves.

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