$126MM AUM | $840,000 GDC in Harrisburg, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Harrisburg, IL, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$840,000.00
# of Accounts
240
Avg Client Age
53
Overview

wealth management firm specializing on institutional money management style while specializing in business owners and foundations.

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