$22MM AUM | $220,000 GDC in Champaign, IL

Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Champaign, IL, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$220,000.00
# of Accounts
24
Avg Client Age
55
Overview

I serve high-net worth retirees and entrepreneurs using the endowment model for asset allocation. I also specialize in managing conservative cash portfolios for real estate developers and entrepreneurs. My firm is fee only. I'm interested in buying a firm with insurance and/or tax capabilities or becoming a major partner or successor to a firm in Chicago, IL; Champaign, IL; or Denver, CO.

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