Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
154 days old
General
Location
Milwaukee, WI, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$750,000.00
# of Accounts
350
Avg Client Age
57
Overview

We currently operate a highly efficient and expanding Financial Advisory business with an emphasis on Discretionary Portfolio Management and Financial Planning. We are currently in the process of on-boarding a new Financial Advisor/Partner which is expanding our capacity for additional investment households. We are seeking to acquire and service a quality book of business from a reputable Advisor who may be interested in retiring over the next 3-5 years, and believe there is a unique opportunity for a retiring Advisor to monetize their book of business.

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