$178MM AUM | $980,000 GDC in Morton, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Morton, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$980,000.00
# of Accounts
3,200
Avg Client Age
60
Overview

We are a full-service financial services business in Morton. We would love the opportunity to find other financial practices in our area who might be interested in selling or merging with our business.

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