$16MM AUM | $125,000 GDC in Wheaton, IL
Member is Interested In:
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)