Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Mokena, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$400,000.00
# of Accounts
600
Avg Client Age
50
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.

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