Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
780 days old
General
Location
Fargo, ND, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
375
Avg Client Age
64
Overview

We are a true full wealth management practice that specializes in financial planning and manages the majority of our clients money with discretion. We are independent but affiliate with a well-respected broker dealer. We are looking to grow our practice with book acquisition and finding transition opportunities for retiring advisors. Additionally, we are interested in finding experienced advisors associates to assist with servicing our practice that need more time in the industry and potentially could become a partner.

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