Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
189 days old
General
Location
Madison, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$330,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
600
Avg Client Age
60
Overview

We are in independent RIA firm that has a split focus between Wealth Management for individuals and providing Business Consulting services for small medium sized companies. This primarily involves consulting on their Corporate Retirement Plans (401k). We also are partnered with a local bank and property/casualty/benefits insurance company.

Our goal is and continues to be providing the highest level of service to our clients.

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