$9.2MM AUM | $146,000 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Chicago, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$9,200,000.00
Gross Revenue
$146,000.00
# of Accounts
82
Avg Client Age
55
Overview

I am an IAR looking to expand my practice. I possess excellent communications and client relations skills and pride my self on high account retention over the past 15 years in the industry. I am ready to invest capital in my business to expand rapidly, and am looking for a quality book of business to purchase in order to do so.
I will be changing office locations soon in order to facilitate a more technology driven client management system and increase overall value perception to clients.

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