$140MM AUM | $960,000 GDC in Schaumburg, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Schaumburg, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$960,000.00
# of Accounts
320
Avg Client Age
60
Overview

I've been in the business for 36 years, most accounts are personally managed in conservative large cap dividend paying equities, utilizing outside managers or funds for fixed income. I am interested in purchasing a advisors practice as well as bringing on a younger current producer who would at some point in the future partner with me and later acquire our practice.

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