$50MM AUM | $430,000 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$430,000.00
# of Accounts
350
Avg Client Age
65
Overview

I just bought American Trust Investment Services, Inc (57 year old broker-deal with an Investment Advisor), I own control of Chicago Capital Management Advisors, LLC and am most interested in acquiring firms not selling firms.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...