Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Oak Brook, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$3,300,000.00
# of Accounts
800
Avg Client Age
60
Overview

70 year old independent wealth management firm that focuses on Financial Planning and Investment Advisory. Culture and Values are client centered and time tested. Growing through both organic client growth as well as buying and/or merging practices of like minded advisers looking for either succession, scale and assistance in their growing their practice.

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