$1,100MM AUM | $6.5MM GDC in Red Wing, MN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Red Wing, MN, US
Fee 0% Commission 100%
Gross Revenue
$6,500,000.00
# of Accounts
21,000
Avg Client Age
60
Overview

We are a multi-partner firm firm located 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 7 branch offices of LPL Financial located throughout the Minneapolis-St. Paul area and Rochester. In total, our 18 advisors manage or advise approximately $1.1 billion of client assets. We have purchased 2 financial services practices since June 2015 and are interested in continuing to expand in Minnesota and Wisconsin.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...