$100MM AUM | $1MM GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
95
Avg Client Age
65
Overview

I am the founder of two independent branches of National Securities Corporation, located in Chicago and Lombard, Illinois. We specialize in fundamental & technical analysis, as well as private equity & syndicate. I am interested in buying practices and working out succession deals.

Please contact my Recruitment Director Megan Frejlich to discuss opportunities. She can be reached at ___ or (___-___-____ Ext: 255. Thank you.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...