$80MM AUM | $400,000 GDC in Mokena, IL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Mokena, IL, US
Fee 0% Commission 100%
$400,000
Gross Revenue
600
# of Accounts
50
Avg Client Age
Overview

Lionheart Financial Ltd is a comprehensive planning firm with over 25 years experience. We have six advisors currently are looking to add advisors to fill our four locations with an eye to opening a fifth in the next 12 months.
Our firm focuses on comprehensive financial planning with a continuing shift to advisory. We have strong relationships with our professional network and work closely with VOYA 401k plans to provide onsite services.

Extended Profile Information

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