$165,000 AUM | $1.1MM GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,150,000.00
# of Accounts
275
Avg Client Age
62
Overview

Fee only RIA specializing in retirement planning. Primarily DFA & Index portfolio construction.

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