$140 AUM | $700 GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$700.00
# of Accounts
360
Avg Client Age
50
Overview

Fee based advisory practice managing discretionary portfolios with strategic asset allocations, utilizing mostly ETFs, Institutional Mutual Funds, and Alternative Investments. Also offer financial planning and insurance.

Open to purchasing practices of retiring fee based advisors with similar investment philosophy.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...