$280MM AUM | $3.7MM GDC in White Bear Lake, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
White Bear Lake, MN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$280,000,000.00
Gross Revenue
$3,700,000.00
# of Accounts
600
Avg Client Age
60
Overview

Founding partner of Great Waters Financial. We have invested aggressively in systems and technology to back our planning first orientation. Now we are interested in being acquisitive.

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