Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Rochester, MN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$320,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are a comprehensive financial planning and investment management firm looking to grow our practice through acquisition and marketing. We are primarily fee-based, but maintain a broker-dealer relationship for pre-existing accounts.

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