$70MM AUM | $540,000 GDC in Chicago, IL

Market
RIA
Member Level
Premier
Last Activity
this week
General
Location
Chicago, IL, US
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$540,000.00
# of Accounts
220
Avg Client Age
57
Overview

Fee only RIA seeks to grow through acquiring or merging with like minded advisors. We have developed back office systems and processes to support advisors that want to focus their time and energy on serving clients.

We specialize in developing wealth management strategies for our clients. We integrate financial planning and investment planning to help our clients make wise financial choices…always staying focused on our clients’ goals, needs and lifestyle.

We believe that through ongoing advice and open, honest communication we can build a successful long term plan for our clients. By developing a financial plan with ongoing investment management services clients have what they need for financial peace of mind.

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