$125,000 AUM | $805,000 GDC in Oconomowoc, WI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Oconomowoc, WI, US
Fee 0% Commission 100%
$805,000
Gross Revenue
2,500
# of Accounts
56
Avg Client Age
Overview

Looking to acquire or merge with a 401k practice or with someone looking to retire in next 2-5 years.

Extended Profile Information

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