$120MM AUM | $1.3MM GDC in Minneapolis, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
339 days old
General
Compatibility
Location
Minneapolis, MN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
400
Avg Client Age
58
Overview

I am a younger Financial Advisor in Minneapolis MN. I work on a team with a senior Financial Advisor and we practice holistic wealth management for our clients. Our current clientele consists of mainly small business owners as well as those in the medical field. We do extensive planning for all of our clients which includes retirement, insurance, tax, and estate planning. We are looking to grow our business by purchasing a book of business or merging in a book of business.

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