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

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Merge | Succession | Continuity | Successor
Location
Schaumburg, IL, US
Fee 0% Commission 100%
Gross Revenue
$230,000
# 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.

Extended Profile Information

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