$100MM AUM | $375,000 GDC in Waukesha, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Waukesha, WI, US
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
515
Avg Client Age
65
Overview

I currently manage a branch along with a team of FA's. The branch has $750 million in assets. Several FA's are getting closer to retirement or are looking for partners. I would like to bring in some partners and/or people to help take over books of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...