Overview

30 year veteran independent RIA nearing age 60 want to sell $25 million book to a west suburban (Chicago) buyer. $25mm commission-based bond portfolio will be liquidated to 100% cash prior to sale of the book. Additionally: Couple million+ in fixed annuities; Life insurance portfolio. $65K+ in financial planning fees. Most client assets in $200 to $400K range. Most clients seek income, some market protection.

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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Variable Annuities

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Insurance Business

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