$325MM AUM | $1.1MM GDC in Crystal Lake, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Crystal Lake, IL, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
475
Avg Client Age
63
Overview

We have a client centric practice, nearly all recurring revenue, consisting of mainly managed money retail clients and 401k clients. We are looking to buy or merge with solid practices.

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