$150MM AUM | $1.5MM GDC in Waukesha, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Waukesha, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

We are an SEC Registered RIA/and we use LPL as our broker/dealer. We are looking for opportunities to buy practices in the area.

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