$400MM AUM | $3MM GDC in Oak Brook, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
562 days old
General
Location
Oak Brook, IL, US
Profile Type
Continuity | Buyer
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
750
Avg Client Age
60
Overview

We are an independent, privately owned investment and wealth management firm serving select families and small to mid-sized businesses (401k and other corporate retirement plan consulting). We have successfully provided continuity and succession planning to a variety of financial advisors interested in joining a larger firm or transitioning towards their own retirement. Our team includes 4 CFPs, an attorney and a healthcare specialist. Our advisors have an average age in the low 40s and average industry tenure > 15 years so we are all going to be around for a while.

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