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

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Bloomington, IL, US
Fee 0% Commission 100%
Gross Revenue
$313,000.00
# of Accounts
90
Avg Client Age
60
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.

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