$12MM AUM | $180,000 GDC in Rosemount, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
152 days old
General
Compatibility
Location
Rosemount, MN, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$180,000.00
# of Accounts
50
Avg Client Age
60
Overview

Total comprehensive planning including asset management, estate, financial, insurance, tax planning. Increasing asset base to at least 50 million. Be a full service office.

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