$315MM AUM | $2.7MM GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Chicago, IL, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$2,700,000.00
# of Accounts
700
Avg Client Age
60
Overview

Financial Solutions Advisory Group is a fee-only RIA based in Chicago Illinois. We provide wealth management and financial planning services to clients who have portfolios between $500K to $5M. We pride ourselves in understanding the unique lives and finances of our clients who are nearing retirement or are retired. In order to expand our practice to drive continued growth we are looking to acquire a practice or merge a practice with a business model and investment philosophy that is aligned with ours. We have successfully completed 3 acquisitions / mergers since 2005 (2005, 2008, 2013).

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