$21MM AUM | $1.2MM GDC in Downers Grove, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Downers Grove, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000
# of Accounts
200
Avg Client Age
55
Overview

Practice consists mostly of wealth management, slowly converting over to fee based financial planning. Looking to grow practice through merger or acquisition.

Extended Profile Information

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