$26MM AUM | $250,000 GDC in Downers Grove, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Downers Grove, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
80
Avg Client Age
52
Overview

Primarily a fee based advisor who utilizes ETF's and also applies a covered call strategy to mitigate risk and increase income.

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