$8MM AUM | $80,000 GDC in Naperville, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Naperville, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
65
Avg Client Age
50
Overview

I am interested in acquiring trail business from a long tenured advisor, presumably small to medium sized accounts, who is looking to focus efforts and time on advisory business. If you are interested in monetizing a portion of your business, please reach out.

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