Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Palos Heights, IL, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$650,000.00
# of Accounts
200
Avg Client Age
63
Overview

Advisor Listing - $70MM AUM Seller/Merge/Succession Opportunity in Palos Heights, IL; attorney involved in estate and retirement planning looking to merge in order to explore other opportunities. Fee only practice.

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