Overview

We are a Chicago area based RIA looking to expand/merge in order to improve on client service, build to a greater scale and stabilize the future of the firm. Our preference would be utilizing our current custodians, TD Ameritrade Institutional and Charles Schwab, and building a fee based practice specializing in financial planning and investment management while servicing clients' insurance and estate planning needs.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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