$72MM AUM | $425,000 GDC in Appleton, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
182 days old
General
Location
Appleton, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$72,000,000.00
Gross Revenue
$425,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

Looking to expand our fee based financial advisory practice through acquisition of books and advisers.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...