Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
376 days old
General
Location
Downers Grove, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$1,490,000.00
# of Accounts
203
Avg Client Age
58
Overview

I am in the early stages of organizing a move to the independent side of the business. My investment mix is primarily managed money, I have one junior partner and we both hold CFP designations. We have a clean U4, and can move over $200,000,000 when the opportunity is right. I plan to be in the business for another 25 years, as does my partner and we have 3 other established advisors that would like to join us when we establish the new firm. I would like to execute this plan in conjunction with buying a substantial existing book of business, either in the Chicago or Los Angeles market. Please contact me if you would like to discuss further. Thank you.

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