$40MM AUM | $288,000 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
409 days old
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$288,000.00
# of Accounts
100
Avg Client Age
60
Overview

We are primarily a fee based equity and bond investment manager. Currently we work with Cambridge Investment Research to provide our BD and RIA.

Through our law firm we offer estate planning service.

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