$40MM AUM | $350,000 GDC in Northbrook, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
442 days old
General
Location
Northbrook, IL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
210
Avg Client Age
50
Overview

I run a very high touch, high value proposition practice with a modest number of clients that all have reasonably substantial assets. I believe that all investment management services come with in-depth financial planning conversations and advice while still doing some strictly fee-based planning for newer clients or those that are not using me for significant investment management services. My hope is to expand my book of business with a similar-thinking advisor either through a practice purchase opportunity, merger, or succession planning (either direction). I currently work as part of a boutique RIA firm in the Chicago area with a large B-D but open to discussion about RIAs.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...