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Financial Advisor   

$250MM AUM | $2MM GDC in Minnetonka, MN

Member Level
Basic
Last Activity
this week

Business Mix:

1% Comm
99% Fee

General

Location
Minnetonka, MN, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
550
Avg Client Age
60

Overview

Looking for other advisory firms, practices, and RIA's to acquire in the Midwest, Florida, and Arizona.

 
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