$650MM AUM | $4.5MM GDC in Waukesha, WI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
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

Hybrid firm with LPL, established our RIA in 1985. 10 advisors and 15 support staff. Looking to acquire practice in WI, FL and/or AZ.

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