$1,700MM AUM | $13MM GDC in Wheaton, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Wheaton, IL, US
Fee 0% Commission 100%
Gross Revenue
$13,000,000.00
# of Accounts
27,000
Avg Client Age
52
Overview

We are an RIA with network of 300+ advisors in 42 states. We are interested in growing through expansion. Dean Zayed is our CEO. Please contact Andy Andersen, ___-___-____, for further information. We currently utilize 3rd party money managers-several that are exclusive to our firm and our own proprietary models. Dean sits on both the TD Ameritrade (TDA) and Morningstar Advisory Councils. The TDA council embodies those RIAs that are among the fastest growing in their institutional program. Our firm also has a fully customized Wealth Management platform that integrates trading, billing, revenue, crm, new account opening process, electronic signature, and robo advisor capabilities.

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