$45MM AUM | $300,000 GDC in Skokie, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Skokie, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$300,000.00
# of Accounts
250
Avg Client Age
60
Overview

We have a robust, holistic planning practice focused on helping each client make well informed financial decisions. We use primarily DFA funds in our fee based platforms

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