Overview

We are an RIA with offices in Chicago, Houston, Dallas; wealth preservation, asset protection, investments, and income planning for executives and individuals with closely held business interests. We're are in growth mode with a vision to attain $100 million in AUM by 2021. We're looking for to merge or acquire RIA or Investment Advisor Representatives book of business. We're very flexible on how structuring a deal that works best for both.

Market
Advisor/RIA
Last Activity
within 3 months

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