Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
767 days old
General
Location
Saint Louis Park, MN, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$230,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,000
Avg Client Age
70
Overview

Our systems, our tools and our team can help independent advisors add immediate value to their business model, their clients and their quality of life. Portfolio management is done in-house. Investment committee and tax team work shoulder to shoulder to produce the best outcomes for each client.

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