$1.4B AUM | $10MM GDC in Downers Grove, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Downers Grove, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$10,100,000.00
# of Accounts
2,500
Avg Client Age
65
Overview

We are a 25 year old client centric, Fee-only wealth management and RIA firm in the Western Suburbs of Chicago. We currently manage $1.4B in AUM (in 39 states) across traditional Wealth Management, Retirement Plan and Trust/Estate Services. We were build on a great foundation, with good people looking to take incredible care of our clients. We're in a financial position where we're are looking to grow and would love the opportunity to have a conversation.

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