$80MM AUM | $430,000 GDC in Glen Ellyn, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
363 days old
General
Location
Glen Ellyn, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$430,000.00
# of Accounts
270
Avg Client Age
50
Overview

Business is primarily individual wealth management and planning with a portion in 401k advisory. GDC is excess of $400k on $80-85mm in AUM. Hold CFP and AIF certifications. Looking to add to business through modest acquisition.

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