$186MM AUM | $1.9MM GDC in Brookfield, WI

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Merge | Succession
Location
Brookfield, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,950,000
# of Accounts
1,400
Avg Client Age
48
Overview

Focused on active dynamic allocation fee-based managed ETF Portfolios; have some unsolicited commission business. I already have 3 other advisors and looking to grow by acquisition/merger. Also considering succession plan.

Extended Profile Information

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