Overview

We are a RIA who custodies through TD Ameritrade. I have a small group of affluent clients that I have full trading authority on and buy direct stocks and bonds on their behalf and charge them a management fee. All my clients currently have a minimum of 1 million in investable assets with me. All the investment decisions are done within our firm. I joined and established RIA who already had all the infrastructure, office and staff set. I am looking to expand my AUM and would be interested in acquiring someone's book of business in the West Suburbs of Chicago.

Market
Advisor/RIA
Last Activity
within 2 months

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