$500MM AUM | $3MM GDC in Minnetonka, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
415 days old
General
Compatibility
Location
Minnetonka, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
2,700
Avg Client Age
55
Overview

Our firm has been a wealth management firm for over 30 years. We pride ourselves on our unique perspective and client focused model. We are looking to expand and have additional advisors join our firm/buyout existing practices.

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