$85MM AUM | $750,000 GDC in Plymouth, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
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

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