$20MM AUM | $175,000 GDC in Northbrook, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
540 days old
General
Location
Northbrook, IL, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$175,000.00
# of Accounts
120
Avg Client Age
57
Overview

Former advisor from a wirehouse and now with an independent bd, actively looking to grow and form partnerships. Hold the cfp designation, a master in Finance and open to succession planning

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