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Financial Advisor

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

77% Comm
23% Fee

General

Location
Wheaton, IL, US
12 Month Gross Revenue
$125,000
Number of Accounts
145
Avg Client Age
62

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)

 
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