$250MM AUM | $1.8MM GDC in Brookfield, WI

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Brookfield, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000
# 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.

Extended Profile Information

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