$75MM AUM | $250,000 GDC in Chicago, IL

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
115
Avg Client Age
50
Overview

We are looking to acquire or merge with RIA's in the Illinois or California areas. We are 100% fee based and hope to acquire or merge with similar fee based businesses. Our Team has 20+ years experience building quantitative models using volatility overlays to provide clients the best risk adjusted returns. Our team also has media exposure on CNBC, FOX and Bloomberg regularly. Our firm sub-advise's to hedge funds, RIA and SMA retail accounts, and create ETF's and UIT's to increase overall AUM.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...