$95MM AUM | $1 GDC in Willowbrook, IL

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Willowbrook, IL, US
Fee 0% Commission 100%
Gross Revenue
$1
# of Accounts
417
Avg Client Age
68
Overview

We are a fee-based RIA firm focused on providing comprehensive wealth management solutions. Additionally, 2 of us are established attorneys with a law firm practice concentrating in estate planning. I also own a separate insurance company to handle annuity and life insurance planning issues.

I am interested in expanding our firm via acquisitions or bringing on additional advisors looking to enhance the level of service they would like to provide clients.

Extended Profile Information

Loading...