$135 AUM | $1MM GDC in Edina, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
418 days old
General
Compatibility
Location
Edina, MN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
190
Avg Client Age
65
Overview

35 year old Wealth Management firm looking to continue it's positive growth through acquisitions. We respect the work and commitment done by the retiring advisor and pledge to continue that care of their clients. Would like Seller to stay on for a period of time for a smooth ___ are also looking to add an advisor with a book of business to the firm. We currently service 62 families with $ 135M in assets. We provide a state of art platform and our mission is to grow and strengthen our firm.

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