$300MM AUM | $1 GDC in Minneapolis, MN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Minneapolis, MN, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1.00
# of Accounts
85
Avg Client Age
55
Overview

Looking to join a growing, dynamic, team oriented SEC registered RIA? Concerned about succession and client continuity? Want to offer your clients a broader array of investment choices including individual securities, active, passive and funds? Are non-revenue compliance and operational activities consuming more and more of your time? Founded in the mid-1980's, we are an independent fee based RIA serving High Net Worth and Institutional clients. Contact us to explore joining an experienced, diverse organization focused on superior investment service and always placing client’s interests first.

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