Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Lombard, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$14,000,000.00
# of Accounts
3,500
Avg Client Age
62
Overview

Firm with a group of thirteen partners and 28 investment adviser representatives. Primarily utilize a diversified, model-based approach consisting of mostly Dimensional Fund Advisors (DFA) mutual funds.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...