Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
585 days old
General
Location
Lisle, IL, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$13,500.00
Gross Revenue
$60,000.00
# of Accounts
110
Avg Client Age
60
Overview

$13.5MM AUM / $60K Gross Revenue / My business is comprised primarily of mutual funds with both variable and fixed annuities. It also consists of a small portion of individual stocks.

I've been in for 22 years now and I'm not sure when I'd like to retire but the thought has crossed my mind. If I was presented with the right offer I'd give it more consideration.

I'm only exploring setting up a continuity/succession plan for now, not sell my business. The oncoming advisor would need to be local.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...