$35MM AUM | $500,000 Rev in
RIA serving Chicago and surrounding area, looking to purchase/merge a retiring advisor's AUM practice. We focus on client experience and value add, first and foremost. We have support staff on the team, ranging in roles from investment research(CFA), financial planning, client service and underwriting. We have state of the art technology for our clients to continue to forge the fiduciary relationship we adhere to as an advisory firm.
We are looking for opportunities to partner with a firm to continue their legacy for their clients and book of business.