Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Champaign, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
3,000
Avg Client Age
60
Overview

We are a $1 billion Registered Investment Advisor, named to the Financial Times' Top 300 RIAs in America every year since the listing's inauguration. We provide financial planning and investment management, using proprietary strategies and third-party solutions. We are looking to expand, particularly in the Chicagoland area, and are interested in acquiring and merging opportunities.

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