$33MM AUM | $330,000 GDC in Brookfield, WI

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
Brookfield, WI, US
Fee 0% Commission 100%
$330,000
Gross Revenue
640
# of Accounts
58
Avg Client Age
Overview

Current business is a wealth management business offering advisory and brokerage services. Primarily fee based.

Extended Profile Information

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