Market
RIA
Member Level
Basic
Last Activity
this week
Profile Age
249 days old
General
Location
Vernon Hills, IL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$8,000,000.00
Gross Revenue
$72,000.00
# of Accounts
40
Avg Client Age
63
Overview

I am a smaller RIA, with 100% fee based revenue. I am looking to acquire a practice to merge with my existing practice. I currently custody my client assets with TD Ameritrade, but that soon will be changing to Schwab as TD was recently bought out.

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