Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Winnetka, IL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$32,000,000.00
Gross Revenue
$160,000.00
# of Accounts
60
Avg Client Age
50
Overview

Growing independant fee-only holistic wealth advisor platform looking to add practices and advisors. In house estate planning attorneys and financial planning expertise. Looking to acquire books and become successors to existing advisors. Eastgate has state-of-the art IT infrastucture to deliver top-of-the-line advisor experience and client experience. We have dedicated private label recordkeeper supporting our 401k and retirement plan offerings. A full service high-touch boutique multi-family office type model serving complex family needs with in depth relationships.

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