$105MM AUM | $700,000 GDC in Orland Park, IL

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
Listing Age
432 days old
General
Listing Type
Seller | Succession
Location
Orland Park, IL, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
800
Avg Client Age
70
Overview

The bulk of the client base is consolidated within 5 to 10 miles of this advisor's office and a few are located in Florida and Arizona.

Looking for a buyer with a clean U4, no special designations are required.

The book of business has $105MM in cumulative AUM. $40 Million is managed and of the $65 million in AUM left, $35 million is in annuities, and the remainder is in brokerage accounts. There is a combination of stocks, mutual funds (c shares, fixed income and equities and some structured products)

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