$350MM AUM | $2.6MM GDC in Crystal Lake, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Crystal Lake, IL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,600,000.00
# of Accounts
950
Avg Client Age
60
Overview

Dorion-Gray offers comprehensive planning and asset management services. Our company is looking to expand by buying or merging with an advisor or firm with similar philosophical views towards financial planning. We currently have offices in Crystal Lake, Vernon Hills, and Warrenville.

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