$140MM AUM in Itasca, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Itasca, IL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$140,000,000.00
# of Accounts
250
Avg Client Age
55
Overview

We currently work with small to mid size 401(k)'s and wealth planning for individuals.

We are looking for a few smaller firms to merge with or acquire. Ideal individual/firm would be $10 - $30 Million AUM.

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