$11MM AUM | $130,000 GDC in Oakbrook Terrace, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Oakbrook Terrace, IL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$130,000.00
# of Accounts
110
Avg Client Age
60
Overview

We are an independent RIA firm utilizing Charles Schwab as custodian and our trading platform. I provide comprehensive wealth management(including tax services) solutions to clients, including institutional level investment management (provided in-house by our firm's founding partners, both CFA's AND at no additional cost to my clients). I am looking for someone who is exiting the business and would like an unmatched succession plan. Additionally, we have a VERY unique firm that would be a great fit for an advisor looking to make a change.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...