$850MM AUM | $5MM GDC in Maple Grove, MN

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Maple Grove, MN, US
Fee 0% Commission 100%
$5,000,000
Gross Revenue
2,200
# of Accounts
62
Avg Client Age
Overview

Our team is a retail advisory business focused on full service comprehensive financial planning. We are hoping to grow by merging or acquiring additional businesses.

Extended Profile Information

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