$16MM AUM | $125,000 GDC in Wheaton, IL

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Wheaton, IL, US
Fee 0% Commission 100%
$125,000
Gross Revenue
145
# of Accounts
62
Avg Client Age
Overview

Looking for small businesses to slowly increase my AUM. Although we have a tax & accounting division of our practice (six other professionals) we are not really looking to pick up additional tax or accounting work. Two Advisors and one assistant dedicated to wealth management.
looking to purchase in the western suburbs of Chicago (Naperville area) and the western suburbs of Las Vegas (Summerlin area)

Extended Profile Information

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