Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cambridge, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$175,000.00
Gross Revenue
$1,600,000.00
# of Accounts
2,600
Avg Client Age
54
Overview

We have 8 employees in a Financial Planning Practice. We serve 1000 households of all sizes, and do tax and bookkeeping as well as investment management and estate and retirement planning.

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