$670MM AUM | $3.6MM GDC in Edina, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Edina, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$670,000,000.00
Gross Revenue
$3,650,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

Tradition Wealth Management is a referral-based financial services firm that serves the needs of more than 1,000 households. Our open-architecture platform allows us to offer a broad range of solutions to clients and their families. We are looking for practices to acquire.

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