$40MM AUM | $270,000 GDC in Eden Prairie, MN
Member is Interested In:
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.