$20MM AUM | $320,000 GDC in Crystal Lake, IL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Crystal Lake, IL, US
Fee 0% Commission 100%
Gross Revenue
$320,000.00
# of Accounts
120
Avg Client Age
59
Overview

Fee based active fixed income management platform utilizing individual securities and fixed income. Looking for acquisition opportunities in the region to expand our tax preparation and financial planning firm.

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