$18MM AUM | $155,000 GDC in Mequon, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Mequon, WI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$155,000.00
# of Accounts
230
Avg Client Age
60
Overview

I am one of 8 advisors in a group that is interested in growing our practices by acquisition. The numbers reflected in my profile are for my practice only. We recently built a new office building and are leasing space to an estate planning attorney and are looking for a tax professional to lease the other office. Our vision is to have financial/tax/legal under one roof.

We have the capacity to grow so you can be assured your clients will be properly served.

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