Wealth Management Practice
Chicago, IL (Cook County) 

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7 + 7 =

Asking Price: $1,500,000   

Gross Revenue:             $600,000      

EBITDA:                               N/A        

FF&E:                                    N/A                                                              


Cash Flow: $600,000

Inventory:                 N/A

Established:             N/A



Business Description

This is a wealth management practice for sale. Approximately $80 million in assets under management with 500 clients. Associated with a large national financial insurance network. Buyer should be ready to step into this rather than the seller to move out of his relationship. Great cash flow, gross revenues of approximately $600,000 a year. Ready for immediate transition. 

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Detailed Information



Growth & Expansion

According to EY Global Wealth Model, global NIA will reach US $69,607 billion by 2021, increasing by almost one-quarter of the current volume, or at an annual growth rate of 4.7% through 2021. Wealth managers should be anticipating and seizing this market potential and enormous growth now.