Market
RIA
Member Level
Basic
Last Activity
this week
General
Location
Chicago, IL, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$29,000,000.00
Gross Revenue
$290,000.00
# of Accounts
476
Avg Client Age
45
Overview

My practice has evolved tremendously over the past couple of years. Starting as an Independent RIA and tax professional. I have now grown the RIA to be managing approximately $30,000,000 in assets. I also have a separate tax & insurance company where I have an indexed annuity book of over $20,000,000 additional dollars and prepare over 1000 tax returns of varying types.

My ideal situation is joining with a small independent RIA who wants to keep his/her practice but wants to retire from within my organization. We would be able to combine resources and scale much faster running shared events, shared advertising, and a shared operational structure including utilizing my or our staff for assistance with paperwork and client administration. If you desire to just sell and retire, we can work that out too.

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