$5MM AUM | $10,000 GDC in Minneapolis, MN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Minneapolis, MN, US
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
50
Avg Client Age
40
Overview

I operate a holistic financial planning practice in Minneapolis, including comprehensive insurance, investment, and income planning strategies. I'm looking to build on the investment side of my business through acquisition of a similar book of business. My preferred business partner would value planning beyond investments.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...