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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Arlington Heights, IL, US
12 Month Gross Revenue
$2,470,900
Number 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.

 
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