$32MM AUM | $300,000 GDC in Naperville, IL

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Naperville, IL, US
Fee 0% Commission 100%
$300,000
Gross Revenue
200
# of Accounts
60
Avg Client Age
Overview

I am independent Hybrid FA looking to purchase additional "Books-of-business" to increase the size of my individual practice based in downtown Naperville, IL. Family man interested in keeping/growing business for family successors.

Has Office Space to Share in Naperville, IL

Have a beautiful office just off downtown Naperville. Available for an Advisor, CPA, Insurance Pro, and Attorney. Reasonable rent with some office support available and other goodies (Free Coffee, Pop, Beer, Wine). Great Parking.

Contact to discuss details
 
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