Market
RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
260 days old
General
Location
Menomonee Falls, WI, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$377,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
900
Avg Client Age
55
Overview

Asset manager with three GIPS compliant composites. Looking to develop a wealth management arm organically or through acquisition.

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