$30MM AUM | $300,000 GDC in Sun Prairie, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sun Prairie, WI, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
125
Avg Client Age
60
Overview

Fee-only in Madison, WI. We would like to add another advisor, and/or practice. Also open to continuity planning.

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