$200MM AUM | $1.2MM GDC in St. Cloud, MN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
St. Cloud, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
250
Avg Client Age
50
Overview

We are an RIA mainly, with broker dealer affiliation for retirement plan needs mostly, looking to buy or serve as successors for firms looking to sell. We have experience doing so and we are happy to refer you to an adviser who is successfully transitioning their business with us for confidential feedback.

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