$40MM AUM | $400,000 GDC in Minnetonka, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Minnetonka, MN, US
Profile Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
38
Overview

Growing financial planning practice focused on physicians and dentists, looking for opportunities to expand and grow, especially with AUM and planning opportunities.

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