Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Twin Cities, MN, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
280
Avg Client Age
60
Overview

Platform postured towards HNW individuals and small businesses. Looking for partner/succession. Can provide significant comp for a retiring advisor and/or succession

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