$7,000MM AUM | $1 GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$1.00
# of Accounts
2,000
Avg Client Age
60
Overview

Privately owned $7B RIA with 40 year history, based in Chicago providing a national clientele with our proprietary SMA platform managed with 100% discretionary but our award-winning Investment Committee. Minimum relationship is $500K.

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