$21MM AUM | $1.2MM GDC in Downers Grove, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Downers Grove, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
200
Avg Client Age
55
Overview

Practice consists mostly of wealth management, slowly converting over to fee based financial planning. Looking to grow practice through merger or acquisition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...