$10MM AUM | $250,000 GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
today
Listing Age
361 days old
General
Listing Type
Buyer | Merge
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
250
Avg Client Age
45
Overview

Looking to take over your practice via a strategic merge or structure 1-5 year transition/purchase of existing business, preferably a primarily fee based / aum practice that also appreciates, planning, insurance, and annuities. Please contact me if you are looking to sell or transition into retirement.

Extended Profile Information

Loading...