$140 AUM | $700 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$140.00
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.

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