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

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

Extended Profile Information

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