$51MM AUM | $450,000 GDC in Lake Forest, IL

Market
RIA
Member Level
Chalice
Last Activity
today
Listing Age
31 days old
General
Location
Lake Forest, IL, US
Listing Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$450,000.00
# of Accounts
28
Avg Client Age
70
Overview

Guardian Rock Wealth, LLC is an independent, transparent, fee-based financial advisory firm that is not tied to any particular large firm or product set. We are primarily fee-based with few exceptions. We are a team that comes with a diverse set of deep experience and education reaching back nearly 30 years at major Wall Street Firms. While we value what we learned during our time at these firms we also believe there is a better, more efficient way to serve clients. Certifications and designations include CFA, CPA, CSA, MBA, and Masters in Taxation.

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