$275MM AUM | $1.7MM GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Chicago, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
500
Avg Client Age
63
Overview

I am in the midst (7 years in) of acquiring a wealth management firm in Chicago and would be interested in acquiring others over time. Having spent 10 years working for a national investment management firm, I have a thorough understanding of the investment and portfolio management industry. I also have my CFA and CFP designations so planning is also a focus and strength.

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