$35MM AUM | $250,000 GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
60
Avg Client Age
60
Overview

Retirement planning, investment management, & employer sponsored plans. Looking to acquire or possible merge with like-minded fee only firm. All Advisors are equity owners. Any location.

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