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Financial Advisor   

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

Member Level
Lite
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Chicago , IL, US
12 Month Gross Revenue
$5,000,000
Number of Accounts
325
Avg Client Age
50

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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