$50MM AUM | $300,000 GDC in Oak Brook, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Oak Brook, IL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
180
Avg Client Age
47
Overview

We are a wealth management firm (RIA/Hybrid) with 5 locations (2 in IL, IN, 2 in TX) with a focus on financial planning as a core service to provide investment management and insurance solutions based on the needs and goals of our clients. Looking to acquire, merge and/or become a succession/continuity partner with other practices with similar philosophies and approach.

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