$30MM AUM | $250,000 GDC in Schaumburg, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Schaumburg, IL, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
200
Avg Client Age
45
Overview

Run and insurance and investment practice in the Chicagoland area and am looking to buy an investment practice near Vernon Hills, IL. I've been in the business for 15 years and previously was an accountant and financial consultant the previous 8 years of staring my business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...