Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
448 days old
General
Location
Mount Pleasant, WI, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$68,000,000.00
Gross Revenue
$888,000.00
# of Accounts
431
Avg Client Age
65
Overview

27 year old business, looking to buy a business along with younger advisor to work out of the Mount Pleasant, WI office. Have three support staff and one outside sales advisor covering Illinois out of this office. Plan to open another office in Illinois. Currently have another location in The Villages, FL. Owner wishes to transition and sell business in 4 years. Well established policies and procedures, able to incorporate another advisor and merge businesses together to create greater value and to build firm to $3,000,000 in annual GDC.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...