Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Evanston, IL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
60
Overview

Looking to grow our 50 year old boutique firm overseeing in excess of $1B AUM and bring on/merge with other talented advisors.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...