$50MM AUM | $385,000 GDC in Eden Prairie, MN

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Succession
Location
Eden Prairie, MN, US
Fee 0% Commission 100%
Gross Revenue
$385,000
# of Accounts
320
Avg Client Age
55
Overview

We are a small, client-centric firm, 80% fee-based, located in Eden Prairie, MN. We specialize in comprehensive financial planning, investment management, risk management, and equity compensation analysis. We work on a referral basis and have been in business for almost 25 years. We are looking for acquisition of a solo firm that is in the Twin Cities, that shares our values and strong ethics, and commitment to a high level of client service.

Extended Profile Information

Loading...