$13,500 AUM | $60,000 GDC in Lisle, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
392 days old
General
Location
Lisle, IL, US
Listing 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.

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