$250MM AUM | $1.5MM GDC in Waukesha, WI

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Waukesha, WI, US
Fee 0% Commission 100%
$1,500,000
Gross Revenue
800
# of Accounts
60
Avg Client Age
Overview

My team is young and growing organically, but we're open to acquiring an existing practice and/or succeeding an established advisor.

Extended Profile Information

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