$1.1B AUM | $8.7MM GDC in River Grove, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
River Grove, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$8,700,000.00
# of Accounts
40,000
Avg Client Age
60
Overview

I manager a $1.1 billion bank brokerage program. Our team consists of 26 Financial Advisors that source clients primarily from the bank. I would like to purchase books of business to help advisors increase revenue quicker, I'd also like to talk to advisors to partner with them in their succession planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...