$28MM AUM | $250,000 GDC in Glenview, IL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
71 days old
General
Listing Type
Buyer
Location
Glenview, IL, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
240
Avg Client Age
55
Overview

Financial Advisor focused on fee-based management and holistic financial planning looking to buy a mid-size or smaller practice with similar outlook.

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