$150MM AUM | $1.4MM GDC in Normal, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Normal, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
600
Avg Client Age
60
Overview

30+ year Independent office focused on Managed Money approach with strong financial & tax planning and deep community ties.

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