$1.1B AUM | $7MM GDC in Red Wing, MN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Red Wing, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,100,000,000.00
Gross Revenue
$7,000,000.00
# of Accounts
21,000
Avg Client Age
60
Overview

We are a multi-partner firm headquartered in Red Wing MN and provide a full range of investment and financial services to our clients throughout the United States. We serve as OSJ for 8 branch offices of LPL Financial located throughout the Minneapolis-St. Paul area and Rochester. In total, our 17 advisors manage or advise approximately $1.1 billion of client assets. We have purchased 3 financial services practices since June 2015 and are interested in continuing to expand in Minnesota and Wisconsin through acquisition of practices and recruiting of independent advisors and offices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...