$25MM AUM | $250,000 GDC in Taylorville, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Taylorville, IL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
55
Overview

I have a small investment management practice. My interest is in buying or merging a practice such as my own. It would be very family oriented and friendly practice. We are extremely diligent in protecting our clients assets. We invest our own money in the same securities as our clients. Our investment criteria is centered around value investing. I am also a CFP, MSFS, and Enrolled to practice before the IRS. I have 30 years experience in advanced taxation, financial planning, estates, trusts, etc. that complements my investment practice.

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