$250MM AUM | $1.8MM GDC in St Paul, MN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
St Paul, MN, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
400
Avg Client Age
60
Overview

We are a practice owned and engaged by CFPs with each having over 25 years of experience in the business. We focus on building long term relationships with clients and serving all of their financial needs. Our primary focus is financial planning for individuals and small business.

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