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Financial Advisor   

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

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Willowbrook, IL, US
12 Month Gross Revenue
$1
Number 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.

 
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