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Financial Advisor   

$130MM AUM | $1.6MM GDC in Morton, IL

Member Level
Lite
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
Morton, IL, US
12 Month Gross Revenue
$1,600,000
Number of Accounts
4,500
Avg Client Age
56

Overview

Rapidly growing Wealth Management firm that focus on fully integrated financial planning, assisting clients in achieving the personal and financial goals in the most tax efficient manner.

 

Has Office Space to Share in Morton, IL

Currently lease 2400 sq feet with another 800 sq feet available in Morton, IL.
Currently lease 1400 sq feet in Bloomington, IL
Currently lease 1200 sq feet in Bourbonnais, IL

Contact to discuss details
 
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