$560MM AUM | $4MM GDC in Oakbrook Terrace, IL

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Oakbrook Terrace, IL, US
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

With the mindset of a fiduciary and a culture of compliance we are a multi-advisor ensemble team that engages in discretionary investment management and comprehensive financial planning.
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We have extensive experience in succession plans, on-boarding of advisors/clients and successful integration of bolt on practices.
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We are looking to grow through active recruiting of wealth advisors and succession planning. If you are an advisor looking to take your practice to the next level or interested in monetizing the sweat equity in your practice then we would be interested in having a conversation.

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