$26MM AUM | $261,000 GDC in Woodridge, IL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Woodridge, IL, US
Fee 0% Commission 100%
$261,000
Gross Revenue
285
# of Accounts
60
Avg Client Age
Overview

Bob and Marc team up to handle clients, mainly in the 401(k) arena, along with wealth management and tax services. Financial planning, fee based services, and personal customer service is the hallmark of our organization.

Extended Profile Information

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