$385MM AUM | $3.1MM GDC in Plymouth, MN

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Plymouth, MN, US
Fee 0% Commission 100%
Gross Revenue
$3,100,000
# of Accounts
2,400
Avg Client Age
70
Overview

Independent branch of Raymond James Financial Services.

We service clients all around the U.S., managing roughly $385MM in AUM.

Our branch manager and principal financial advisor has over 38 years in the industry.

We are eager to expand our practice by acquiring books of business.

Extended Profile Information

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