$35MM AUM | $180,000 GDC in Peoria Heights, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Peoria Heights, IL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$180,000.00
# of Accounts
375
Avg Client Age
58
Overview

$30M Comprehensive Financial Planning services -70% fee based 30% commission or one time fees. - Also holds insurance marketing contracts for 40+ agents. Looking for merger, acquisition opportunities.

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