$75MM AUM | $540,000 GDC in Oak Brook, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
429 days old
General
Compatibility
Location
Oak Brook, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$540,000.00
# of Accounts
500
Avg Client Age
45
Overview

Review practices that are for sale in the area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...