$19MM AUM | $140,000 GDC in Hopkins, MN

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Hopkins, MN, US
Fee 0% Commission 100%
$140,000
Gross Revenue
156
# of Accounts
39
Avg Client Age
Overview

I am a 11 year industry veteran and a Certified Financial Planner professional. I am part of an independent RIA and we are looking to expand our practice, by acquiring or merging with another practice. Our focus is on holistic Financial Planning and Retirement Planning. My team has over $180MM in AUM, where I account for $19MM of that. I am looking to build my client book within the practice.

Extended Profile Information

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