Overview

We are a comprehensive wealth management firm focusing on financial planning and investment management. Our firm is located in downtown Chicago and consists of 9 financial planners and 5 staff. We build and manage our portfolios in-house. We focus on a Supernova service model where we meet with clients 4-12 times per year.

We are looking to acquire a practice, preferably with AUM between 50-100M.

Last Activity
within 2 months

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