$110MM AUM | $700,000 GDC in
Mendota Heights, MN
We are a multiple advisor firm that is looking to expand in the Twin Cities and/or southern Minnesota. We value client relationships and would be interested in continuing to take care of the clients of an advisor that is retiring. We would also entertain merging a practice of which the advisor would be retiring in the next 5 years. We use a team approach within our firm, so the smaller clients will get attention from our advisors, not just the key clients. We have purchased a practice before, so do understand the process and have the staff to support the effort needed.