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Financial Advisor

$30MM AUM | $230,000 GDC in Schaumburg, IL

Member Level
Basic
Last Activity
today

Business Mix:

15% Comm
85% Fee

General

Location
Schaumburg, IL, US
12 Month Gross Revenue
$230,000
Number of Accounts
200
Avg Client Age
50

Overview

We are hybrid Advisory firm in Chicago Suburbs. Fidelity is our custodian for RIA business.

Interested in merging the practice. Open for locations outside of Chicago area too.

 
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