$550MM AUM | $4.5MM GDC in Waukesha, WI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Waukesha, WI, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000.00
# of Accounts
1,800
Avg Client Age
55
Overview

RIA with 30 year history and clients throughout the US. 10 financial advisors and 15 support staff. Looking to expand practice in WI and FL.

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