$500MM AUM | $1.4MM GDC in Crystal Lake, IL

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Crystal Lake, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
4,000
Avg Client Age
60
Overview

We are a regional organization with over 120 advisors throughout the midwest. Our culture of independence and camaraderie enables our advisors to find the right fit for ttheir practice, whether it be growing through acquisition, finding a successor, or merging with other practices.

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