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Financial Advisor   

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

Member Level
Premier
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Northbrook, IL, US
12 Month Gross Revenue
$650,000
Number of Accounts
175
Avg Client Age
59

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.

 
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