$240MM AUM | $1.7MM GDC in Oakbrook Terrace, IL

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Oakbrook Terrace, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,700,000.00
# of Accounts
779
Avg Client Age
55
Overview

Spotlight Asset Group is a cutting-edge, fee-based RIA that is seeking advisors and firms looking to grow their book of business and maximize their earnings potential. Starting with an incredibly strong leadership team possessing significant industry experience, we opened our Chicagoland headquarters in May 2017 and have quickly grown to more than $240M in AUM. In addition to our Chicagoland location, Spotlight also has offices in Ann Arbor, Calabasas, Seattle and Orange County. We strive to provide one of the strongest leadership teams in the industry, and to that end we have plans to continue adding accomplished executives in the coming year. We also aim to stay ahead of the curve in our fast-changing industry by providing our advisors and our clients with the best technology available and to be as transparent as possible in our operations. If you are interested in joining our team and being a part of something special, we’d love to hear from you. We are open to advisors and firms in any location in the U.S. and are also open to acquisitions if the there is a good fit. Contact Tony Schmitt, our Director of Wealth Management, for more information.

Tony Schmitt
Director of Wealth Management
Spotlight Asset Group
Direct: ___-___-____
Office: ___-___-____
___

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