$20MM AUM | $200,000 GDC in Lombard, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Lombard, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
180
Avg Client Age
60
Overview

Primarily DFA fee-based advisor affiliated with $2.3 Billion independent wealth management firm. Have access to back office support, up to date technology, client service team and marketing staff. Looking to purchase existing book of business in Chicago area that is either commission only, fee based only or a combination.

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