$200MM AUM | $1.1MM GDC in Peoria, IL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
122 days old
General
Listing Type
Buyer
Location
Peoria, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
650
Avg Client Age
50
Overview

Looking for retiring individuals looking to sell book to a father (57)/son (30) team with longevity, designations (CFP, CPWA), and experience (over 40 years combined)

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