Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Brookfield, WI, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

With many more years ahead of us than behind in the industry, looking to acquire or potentially merge. Ideally looking to be part of a succession/continuity plan.

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