$225MM AUM | $3MM GDC in Crystal Lake, IL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Crystal Lake, IL, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
1,500
# of Accounts
60
Avg Client Age
Overview

This fee-based, financial advisory firm with offices located in Wisconsin, Minnesota, and Illinois, is actively recruiting advisors, buying established practices/businesses and looking for opportunities with other firms interested in merging their financial practice. The firm was established in the mid-1980s and offers in-house professional money management, comprehensive financial planning, business retirement plan services, and other related financial services. Unlike most firms, there is a path to partnership and equity ownership for qualified candidates/individuals/firms. The firm has also invested in cloud-based solutions and paperless technology to enhance the customer and advisor experience.

Extended Profile Information

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