$100MM AUM | $1.8MM GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# of Accounts
600
Avg Client Age
55
Overview

We are entertaining acquisitions of other firms in the Chicagoland area. Our goal is to grow recurring revenues and scale our business model. The primary focus of our practice is Life Insurance, Life Settlements, Fixed & Variable Annuities, Hybrid LTC, large & middle market case COLI and Non-Qualified plans. We target companies, business owners and high net worth Individuals. We also have a small book of mutual fund and advisory business.

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