$195MM AUM | $1.7MM GDC in Barrington, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Barrington, IL, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,700,000.00
# of Accounts
1,500
Avg Client Age
65
Overview

We are a growing practice that has aquired five other practices over the years and are interested in future mergers as we grow and add strategic partners and additional financial planners to best serve our clients.

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