$46MM AUM | $345,000 GDC in Woodridge, IL

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Woodridge, IL, US
Fee 0% Commission 100%
Gross Revenue
$345,000.00
# of Accounts
300
Avg Client Age
65
Overview

Marc, Bob & Greg team up to handle clients. Marc, an AIF, is in the 401(k) arena & tax services. Bob & Greg are in the wealth management services.
Financial planning, fee based services, and personal customer service is the hallmark of our organization. Combined experience in excess of 80 years in financial services WITHOUT A SINGLE U-4 DISCLOSURE.
We are looking to help advisors that want to retire and ensure that their clients are well cared for.

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