Market
RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
159 days old
General
Location
Warrenville, IL, US
Profile Type
Merge | Continuity | Join A Practice
Business Type
Registered Investment Advisor
AUM
$15,000,000.00
Gross Revenue
$202,000.00
# of Accounts
60
Avg Client Age
64
Overview

Fee based RIA managing income based models utilizing individual securities, ETFs and options. Looking to merge with a larger RIA that is more efficient at marketing where we could help in a money management and client relationship fashion.

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