$30MM AUM | $244,000 GDC in Madison, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Madison, WI, US
Fee 0% Commission 100%
Gross Revenue
$244,000.00
# of Accounts
250
Avg Client Age
55
Overview

1/2 of business revenues are from investments, 25% from insurance renewals and 25% from P & C (Commercial Lines).

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