$130MM AUM | $400,000 GDC in Skokie, IL

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
Skokie, IL, US
Fee 0% Commission 100%
$400,000
Gross Revenue
250
# of Accounts
55
Avg Client Age
Overview

Our business model focuses on helping families plan, save for, and protect their financial futures. We holistically integrate asset management, risk management, and tax efficiency in our clients plans. I would like to purchase a planning practice with assets in the 20-50M AUM range.

Extended Profile Information

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