$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
$3,100,000.00
# 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.

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