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Financial Advisor

$400MM AUM | $3.6MM GDC in St Charles, IL

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
St Charles, IL, US
12 Month Gross Revenue
$3,600,000
Number of Accounts
2,000
Avg Client Age
55

Overview

We are a hybrid RIA located in the Chicago area with offices in St Charles, Naperville, Oak Brook, Crystal Lake and Chicago. Our independent structure allows our advisors to collaborate with other advisors creating opportunities for all.

 

Has Office Space to Share in St Charles, IL

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