$47MM AUM | $266,000 GDC in Batavia, IL

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This member is currently researching and engaging existing inquiries.
Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Batavia, IL, US
Profile Type
Seller | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$47,000,000.00
Gross Revenue
$266,000.00
# of Accounts
320
Avg Client Age
55
Overview

I'm looking for a buyer/successor for my business. I plan on retiring in 3 years, so around 2022.

I'd like an advisor already with Securities America and located in the Chicago area.

Fit the description? We can have an introductory call.

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