$12MM AUM | $200,000 GDC in Plymouth, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Plymouth, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
175
Avg Client Age
40
Overview

Small but fast growing fee-only RIA with affiliated tax practice looking to grow. We provide comprehensive financial planning and managed all portfolios in house using asset allocation strategies.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...