$140MM AUM in Itasca, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Itasca, IL, US
Fee 0% Commission 100%
# 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.

Has Office Space to Share in Itasca, IL

Currently have space available for up to 3 additional advisors. We are a firm of 2 advisors and a staff of 4. Ideally looking for younger associates, but would consider a merger of practices, with a small book of business looking to join our firm.

Contact to discuss details
 
Extended Profile Information

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