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Financial Advisor

$26MM AUM | $200,000 GDC in Downers Grove, IL

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Downers Grove, IL, US
12 Month Gross Revenue
$200,000
Number of Accounts
60
Avg Client Age
57

Overview

We are a growing firm with five team members looking to enhance its growth by purchasing small firms of $5-$20MM in AUM. Our team includes over 50 years of industry experience, investment expertise and a CFP(r) member. In purchases, we have a unique proposal to provide higher multiples than industry standards.

 
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