$300MM AUM | $1.1MM GDC in Crystal Lake, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession
Location
Crystal Lake, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
500
Avg Client Age
63
Overview

We have a client centric practice, nearly all recurring revenue, consisting of mainly managed money retail clients and 401k clients.

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