$1.6MM AUM | $10MM GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$10,500,000.00
# of Accounts
1,400
Avg Client Age
65
Overview

We are a growing, independent, employee-owned, fully-discretionary RIA focused on strong client service and relationships. We give our Portfolio Managers freedom and flexibility in how they manage client portfolios. We are looking to continue to build our business through organic growth as well as via mergers with like minded investment professionals.

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