$53MM AUM | $320,000 GDC in Geneva, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Geneva, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$53,200,000.00
Gross Revenue
$320,000.00
# of Accounts
115
Avg Client Age
51
Overview

We are industry veterans seeking to grow with like-minded professionals seeking a better home. Also interested in providing a good home for clients when their FA is transitioning out of the business.

We are a boutique private wealth management firm providing investment management, insurance (Life, LTC, & DI), and retirement plans primarily to private business owners, their families, and their key employees. Privately held firm which is a Member Firm of a privately-held consortium focused on the HNW and Ultra-HNW.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...