$150MM AUM | $700,000 GDC in Bloomington, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Bloomington, MN, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$700,000.00
# of Accounts
350
Avg Client Age
55
Overview

A fee based advisory firm providing comprehensive financial advice to clients wishes to be be aware of opportunities to buy, sell or merge with firms with a comparable profile.

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