$140MM AUM | $1.6MM GDC in Morton, IL

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Morton, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000
# of Accounts
3,500
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. Strong support staff, and team of credentialed, advanced degreed financial planning professionals.

Successfully assisted other advisors as they transitioned into retirement, and the selling of their businesses.

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
 
Extended Profile Information

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