$28MM AUM | $260,000 GDC in Mequon, WI

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Mequon, WI, US
Fee 0% Commission 100%
Gross Revenue
$260,000
# of Accounts
130
Avg Client Age
50
Overview

Use a investment strategy called positive momentum asset management. We mostly ETF's and small group of funds. We have an eight year track record as verified by Morningstar Direct that out performs S&P Moderate Global Growth Index.

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