$22MM AUM | $80,000 GDC in Milwaukee, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Milwaukee, WI, US
Fee 0% Commission 100%
$80,000
Gross Revenue
150
# of Accounts
55
Avg Client Age
Overview

fee based advisory clients and 401k plans.
Looking to add to my practice in either of these areas.

Extended Profile Information

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