$110MM AUM | $560,000 GDC in Mequon, WI

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Mequon, WI, US
Fee 0% Commission 100%
$560,000
Gross Revenue
400
# of Accounts
60
Avg Client Age
Overview

Highland Investment Advisors and its subsidiaries is a registered investment advisor (RIA) providing investment management and financial planning since 2006. Based in Mequon, WI, we serve clients in seventeen states and manage more than $100 million for individuals, retirement plans, not-for-profits, and independent investment advisors.

Having completed a successful acquisition in 2014, we are once again looking to expand by purchasing fee-based practices or books of business with between $5 million and $50 million of AUM.

Extended Profile Information

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