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Financial Advisor   

$250MM AUM | $1MM GDC in Downers Grove, IL

Member Level
Basic
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
Downers Grove, IL, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
300
Avg Client Age
60

Overview

We are primarily a wealth management firm dealing with high net worth families. We are looking for merge /sell solution for our business to be completed within the next two years. I would be looking at a merger of equals or possibly sale. The business is solely owned and managed by myself and one key employee.

 
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