$26MM AUM | $200,000 GDC in Naperville, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Naperville, IL, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$200,000.00
# of Accounts
120
Avg Client Age
60
Overview

Seeking CFA portfolio management professional to develop a partnership. Utilize a custom portfolio approach , with risk management. Also looking to find like minded advisors to partner with to expand practice. We have a "Plan First" philosophy, along with a customized family portfolio investment process.

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