Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Darien, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$450,000.00
# of Accounts
600
Avg Client Age
50
Overview

I operate two office locations and provide both financial planning services and full accounting and tax preparation services. WE serve individuals and businesses. I am looking to expand and am looking for opportunities to acquire an additional book of business.

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