$130MM AUM | $600,000 GDC in Skokie, IL

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity
Location
Skokie, IL, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
55
Overview

Our business model focuses on helping families plan, save for, and protect their financial futures. We holistically integrate asset management, risk management, and tax efficiency in our clients plans. I would like to purchase a planning practice with assets in the 25-100M AUM range. Also would consider a merger with a like minded, client focused practitioner.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...