$85MM AUM | $300,000 GDC in Brookfield, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Brookfield, WI, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
350
Avg Client Age
58
Overview

Looking to acquire a practice and or potentially partner. Can work with someone from as little as 3 months to make the transition and clients "sticky" and up to 5 years.

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