$500MM AUM | $4.1MM GDC in Oak Brook, IL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Oak Brook, IL, US
Fee 0% Commission 100%
Gross Revenue
$4,100,000
# of Accounts
4,700
Avg Client Age
60
Overview

We are a financial planning and investment advising firm located in Oak Brook, IL. We are currently seeking someone who would like to begin the process of selling their book or needs a succession partner. We have the infrastructure and resources to accommodate practice sizes from large to small.

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