$15MM AUM | $150,000 GDC in Chicago, IL

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Continuity
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
60
Avg Client Age
45
Overview

Chicago Benefit Associates (CBA) is a financial risk management firm serving small to mid-market companies throughout the Midwest. We specialize in employer-sponsored qualified retirement plan design and implementation along with executive and employee benefit solutions to recruit, reward and retain key partners.

The strength of our proprietary employee education program--Wealth Steps--separates us from our peers and gives participants the resource they need to achieve financial security.

Ideally, we are looking to acquire a firm currently working in the business market with an emphasis on retirement plans: 401k, SIMPLE IRA, 403b and SEP IRA's.

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