$90MM AUM | $650,000 GDC in Northfield, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Northfield, IL, US
Fee 0% Commission 100%
$650,000
Gross Revenue
175
# of Accounts
59
Avg Client Age
Overview

Our business is primarily a planning and asset management firm. That said, our deep roots in insurance and estate planning allow us to fill much of our clients' financial needs beyond traditional investment work.
We are motivated to grow our presence geographically and scale our business quickly.

Extended Profile Information

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