Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
713 days old
General
Location
Minnetonka, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...