Overview

I work with a team with 26 professionals and ~$2BB under management 90% of which is fee-based. Our team has two locations: one in Chicago's Loop as well as an office in the western suburbs. We are looking to work with advisors that are either motivated to continue to grow their practices or are interested in transitioning their business to our team.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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