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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Chicago, IL, US
Listing Type
Merge | Buyer
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...