$40MM AUM | $275,000 GDC in Oakbrook Terrace, IL

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Oakbrook Terrace, IL, US
Fee 0% Commission 100%
Gross Revenue
$275,000.00
# of Accounts
75
Avg Client Age
55
Overview

Provide wealth management services, insurance (commercial/retail), brokerage service. Seeking to expand given the right opportunities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...