Market
RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
364 days old
General
Location
St. Charles, IL, US
Profile Type
Continuity
Business Type
Registered Investment Advisor
AUM
$50,000,000.00
Gross Revenue
$240,000.00
# of Accounts
40
Avg Client Age
63
Overview

Started my practice in 2003. Have no immediate interest in buying, selling or merging. I'm several years away from making plans to sell my practice If you have interest in discussing short term continuity ideas to protect your business in the event of an unexpected short term disability I would welcome a conversation.

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