Market
RIA
Member Level
Basic
Last Activity
this month
General
Location
Pewaukee, WI, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$950,000,000.00
Gross Revenue
$9,000,000.00
# of Accounts
6,000
Avg Client Age
61
Overview

Well established and branded RIA in Southeastern Wisconsin looking to expand in the Midwest by partnering/merging with or acquiring other RIAs. Assisting with succession planning.

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