$205MM AUM | $2.5MM GDC in Arlington Heights, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Arlington Heights, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$205,000,000.00
Gross Revenue
$2,470,900.00
# of Accounts
770
Avg Client Age
58
Overview

Established and growing, focus in proprietary investment management strategies. Interested in merging, acquiring or having advisors join us in the Chicago, Houston, Milwaukee, San Jose or Phoenix regions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...