$85MM AUM | $715,000 GDC in Schaumburg, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Schaumburg, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$715,000.00
# of Accounts
260
Avg Client Age
55
Overview

I am the middle partner associated with a boutique financial planning firm located in the Northwest suburbs of Chicago. I have a very broad mix of business with concentration on distribution planning and 401(k) plans. The majority of my revenue is consistent and derived from managed money and retirement plans. We are very well diversified and interested in purchasing a practice in the area.

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