$160MM AUM | $750,000 GDC in Naperville, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Naperville, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$750,000.00
# of Accounts
300
Avg Client Age
55
Overview

Fee Based independent RIA looking to buy a book of business similar to our existing client base. We custody at TD Ameritrade and use Black Diamond for performance reporting.

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