$99MM AUM | $999,999 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Chicago, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$99,999,999.00
Gross Revenue
$999,999.00
Overview

I am interested in purchasing a financial advisory practice (succession). In January of 2014, I will have been securities registered for six years. I might add that I'm amidst succession planning for my father's practice in which he would be retained as investment counsel and gradually reduce his hours until he decides to fully retire; seeking a similar arrangement that would be beneficial to all parties; most importantly, the clientele.

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