$33MM AUM | $190,000 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$190,000.00
# of Accounts
178
Avg Client Age
50
Overview

Comprehensive Wealth Advisor seeking to buy a practice in the Chicago area. Ideal practice will be comprised of clients that are receptive to wealth planning and to advisory (fee) based strategies. 2021 goal is to grow AUM to $100MM from current $35MM.

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