$15MM AUM | $125,000 GDC in Lemont, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lemont, IL, US
Listing Type
Seller | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
200
Avg Client Age
52
Overview

I am open to a couple of different options, either selling my book outright or merging with an existing practice and off loading a number of accounts. I have been offered a full time professor position that I would like to pursue and in an ideal world would like to continue to service a select group of my clients. I would make the right situation happen at a very attractive price to the buyer.

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