$75MM AUM | $715,000 GDC in Oak Brook, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Oak Brook, IL, US
Fee 0% Commission 100%
Gross Revenue
$715,000.00
# of Accounts
650
Avg Client Age
62
Overview

Primarily fee-based business at this time, with annuities. Only strait mutual fund business is that which was started 10+ years ago.

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