$205MM AUM | $2.5MM GDC in Arlington Heights, IL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Arlington Heights, IL, US
Fee 0% Commission 100%
Gross Revenue
$2,470,900
# of Accounts
770
Avg Client Age
58
Overview

Established and growing, focus in proprietary investment management strategies. Interested in merging, acquiring or having advisors join us in the Chicago, Houston, Milwaukee, San Jose or Phoenix regions.

Extended Profile Information

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