$17MM AUM | $200,000 GDC in Naperville, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Naperville, IL, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
155
Avg Client Age
56
Overview

Looking for growth opportunities for my independent financial advisory practice, whether that be through acquisitions or a merger/succession opportunity.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...