Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Savage, MN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$250,000.00
# of Accounts
500
Avg Client Age
65
Overview

We are the Minnesota branch of an advisory group with approximately $750 Million in AUM. We are looking to expand our Minnesota presence either by acquisition or merger of interested advisory practices in Minnesota. We have multiple models for merger, allowing the advisor to retain independence in their business operations while becoming part of a larger entity and having access to the economies of scale that provides.

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