Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Moline, IL, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,650,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

There are three equal partners in our firm. All clients are firm clients and the office operates as one team. The three partners each sub-specialize in Insurance, Investments & Financial Planning. We are looking for practices to acquire in or near our geographical area.

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