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$26MM AUM | $200,000 GDC in Naperville, IL

buyer | merge | find successor | continuity

$200,000.00 Rev/Year
85% Fee
15% Commission
Seeking CFA portfolio management professional to develop a partnership. Utilize a custom portfolio approach , with risk management. Also looking to find like minded advisors to partner with to expand practice. We have a "Plan First" philosophy, along with a customized family portfolio investment process.

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