Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Plymouth, MN, US
Profile Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$750,000.00
# of Accounts
400
Avg Client Age
60
Overview

I am going fee only and have a !0MM VA book I'd like to find someone to help service. We are registered with an RIA and Broker Dealer. Our class A office space includes reception, conference rooms, private offices and many upgrades. We have 2 CPA firms, a bookkeeping firm and 3 law firms in our building. We collaborate, share reception/conference rooms and co-market with our tenants. We are looking for an adviser(s) that are looking to affiliate with a complete wealth management firm as well as a potential successor. Currently we have one office available with built in cabinets, desk, computer (if needed) and more. Parking is right outside the door. Contact Jim

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...