$200MM AUM | $800,000 GDC in New Lenox, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
New Lenox, IL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$800,000.00
# of Accounts
600
Avg Client Age
62
Overview

GROWING 3 ADVISOR PRACTICE NEEDS ANOTHER TEAM MEMBER. SEEKING AN EXPERIENCED ADVISOR WITH SOME AUM LOCALLY TO JOIN FORCES AND TAKE AN OWNERSHIP SHARE OF THE ENTIRE PRACTICE. WE ALSO HAVE 3 SEASONAL TAX PREPARERS & AN ESTATE PLANNING ATTORNEY ON PREMISES. ___ or call ___-___-____

OUR 4400 SF OFFICES ARE LESS THAN 10 YEARS OLD, NEWLY REMODELED, IN A GOOD LOCAL LOCATION AND CAN ACCOMMODATE ANOTHER 2 ADVISORS. WE HAVE SPACIOUS RECEPTION AREA, KITCHEN, CONFERENCE AREA & CARPETED PRIVATE OFFICES.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...