$75MM AUM | $540,000 GDC in Glen Ellyn, IL

Market
RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
26 days old
General
Location
Glen Ellyn, IL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$540,000.00
# of Accounts
90
Avg Client Age
55
Overview

Laureate Wealth Management focuses on $5 to $25 million net worth clients utilizing an "outsourced family office approach" to investing/asset allocating. We are looking to potentially grow this focus by acquisition thru the use of Succession Link.

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