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Financial Advisor

$30MM AUM | $250,000 GDC in Edina, MN

Member Level
Premier
Last Activity
within 2 months

Business Mix:

25% Comm
75% Fee

General

Location
Edina, MN, US
12 Month Gross Revenue
$250,000
Number of Accounts
246
Avg Client Age
51

Overview

Comprehensive financial planning and asset management firm looking to acquire/merge practices.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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