$1,200MM AUM | $5MM GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Chicago , IL, US
Fee 0% Commission 100%
$5,000,000
Gross Revenue
325
# of Accounts
50
Avg Client Age
Overview

Chicago Partners Wealth Advisors is a privately owned group of investment professionals with $1.2 billion in assets under management. We offer customized investment solutions and wealth advisory to high net worth individuals, family offices, endowments and 401k providers.

We invest in index funds including Dimensional Fund Advisors. We also offer investments in private equity and infrastructure assets like MLP's.

We are interested in exploring purchases of RIA businesses similar to our profile.

Extended Profile Information

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