Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
733 days old
General
Location
Downers Grove, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$103,000,000.00
Gross Revenue
$900,000.00
# of Accounts
150
Avg Client Age
65
Overview

Growing practice looking for like-minded advisers in our area who may need a succession plan or are interested in joining a growing firm and integrate their clients. We are a 100% fee-only financial planning and investment management firm. We currently have 4 advisers, 1 office assistant and are looking to hire another part-time assistant/para-planner.

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