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.