$500MM AUM | $4.9MM GDC in Oakbrook Terrace, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Oakbrook Terrace, IL, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$4,900,000.00
# of Accounts
700
Avg Client Age
60
Overview

We are a planning based retirement group. We also run our own managed accounts for clients.

We've scaled our practice and are at a point where we're seeking to grow. We're looking for other teams or sole proprietors similar us that are looking to team up or leave the industry.

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