Market
RIA
Member Level
Basic
Last Activity
today
General
Location
Rosemont, IL, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$150,000,000.00
Gross Revenue
$700,000.00
# of Accounts
350
Avg Client Age
62
Overview

I am a CFP with over 10 years of experience who can provide youth to a successful advisors practice providing growth as well as a succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...