$170MM AUM | $15MM GDC in Delafield, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Delafield, WI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$15,000,000.00
# of Accounts
920
Avg Client Age
55
Overview

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