$51MM AUM | $450,000 Rev in
Golden Valley, MN
I am an Independent Advisor in a RIA Firm in Golden Valley, MN. 95% of my business is fee based. I prefer the Charles Schwab Institutional platform but have options to use others. I started my business in 2000 and have built a nice practice with $51,000,000 under management.
I have clients nation wide but the majority of them live in the Minneapolis/ St. Paul Area as well as Duluth, MN.