$2.2MM AUM | $25,000 GDC in Burnsville, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
444 days old
General
Compatibility
Location
Burnsville, MN, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$2,200,000.00
Gross Revenue
$25,000.00
# of Accounts
10
Avg Client Age
55
Overview

I am looking to join/merge/succeed a practice. I have over 25 years of financial markets/investing/trading experience. I utilize a combination of fundamental and technical analysis to construct investment portfolios. Currently 100% fee based.

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