$40MM AUM | $300,000 GDC in Chicago, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Location
Chicago, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
600
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 firm, through referrals and acquisitions, to be managing close to $45,000,000 between two entities. I would like to complete an acquisition of an Independent RIA approaching retirement that may have a comparable business mix.

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