$82MM AUM | $550,000 GDC in Saint Charles, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Saint Charles, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
82
Avg Client Age
63
Overview

We would be interested in purchasing firms where owner is thinking of retiring or has health related issues. We avaiable to be hired as sub advisors. We want to increase AUM as we are scalable and want to grow our income income. We are Value Investors. AllCap. We do not currently favor bonds. Firm CRD # 106622

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