Market
RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
387 days old
General
Location
Cedarburg, WI, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$6,000,000.00
Gross Revenue
$50,000.00
# of Accounts
30
Avg Client Age
60
Overview

I am an advisor working in Cedarburg Wisconsin with a client average AUM of $500,000. I am seeking to purchase a smaller book of business within 10-15 miles of my current location in the range of 10-15 mm in assets. I have financing available through my RIA affiliate LPL Financial. My current business is 90% fee based and other practices with a majority of current fee based business would be preferred.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...