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SL advisors Listing
Financial Advisor   

$50MM AUM | $450,000 GDC in Northfield, MN

Member Level
Premier
Last Activity
2 weeks
Listing Age
268 days old

Business Mix:

30% Comm
70% Fee

General

Location
Northfield, MN, US
12 Month Gross Revenue
$450,000
Number of Accounts
300
Avg Client Age
55

Overview

We are a second generation wealth management firm consisting of a father and his two sons, in business since 1984. We would like to discuss becoming a successor, and forming a continuity relationship with, a firm or an advisor that is looking for the seamless care and the well-being of their clients. We would like to discuss a succession or acquisition plan for your firm and clients that makes sense for all parties involved. We are seeking a quality relationship and well thought out transition of your firm, and are open to discussing your needs and plans.

 
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