$34MM AUM | $234,000 GDC in Springfield, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
302 days old
General
Location
Springfield, IL, US
Profile Type
Seller | Merge
Fee 0% Commission 100%
AUM
$34,000,000.00
Gross Revenue
$234,000.00
# of Accounts
328
Avg Client Age
65
Overview

I am interested in establishing a succession plan - merging, then selling my practice. I have very good relationships with most of my clients and I am wanting a client dedicated CFP to work with my clients in the future.

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