Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
327 days old
General
Location
Oakbrook Terrace, IL, US
Profile Type
Join A Practice
Business Type
Registered Investment Advisor
AUM
$375,000,000.00
Gross Revenue
$2,400,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We are a fee-only RIA who's grown to 375M since our inception in May, 2017. We are looking to continue our growth by adding additional advisors, and expanding into existing or new markets. Our firm focuses on comprehensive planning; in-house tax preparation and planning, financial planning and investment management. We allow advisors to shed the back-office and administrative responsibilities so they can focus on advising their clients and growing their client book. We believe in being transparent while using the latest RIA technology.

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