$75MM AUM | $500,000 GDC in Downers Grove, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Downers Grove, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$500,000.00
# of Accounts
550
Avg Client Age
70
Overview

We are a comprehensive financial planning firm that focuses on overall financial wellness. We are looking to acquire/merge with an existing practice so that we can provide some scale. We are converting our practice to a more fee-based model but will still offer some commissionable products when appropriate.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...