$47MM AUM | $313,000 GDC in Bloomington, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Bloomington, IL, US
Fee 0% Commission 100%
$313,000
Gross Revenue
90
# of Accounts
60
Avg Client Age
Overview

We are a fee-based adviser looking to grow through acquisition. The ideal candidate is a business who's principals believe their clients will benefit from our experience and proven approach. Our internally developed research and investment strategies are proprietary. We are a socially responsible investor.

Extended Profile Information

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