$17MM AUM | $75,000 GDC in Des Plaines, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Des Plaines, IL, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$75,000.00
# of Accounts
150
Avg Client Age
52
Overview

Affiliated with Level Four Wealth Management, Looking to Merger or Buy a practice for me and my partners in our office location in Des Plaines IL

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...