$50MM AUM | $625,000 GDC in Pewaukee, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Pewaukee, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$625,000.00
# of Accounts
350
Avg Client Age
67
Overview

Looking to acquire another practice or set up a succession plan with an advisor looking to retire in the next couple years.

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