$25MM AUM | $250,000 GDC in Edina, MN

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Edina, MN, US
Fee 0% Commission 100%
$250,000
Gross Revenue
50
# of Accounts
45
Avg Client Age
Overview

Strong retail and Institutional RIA. Have desire to add retail and institutional books and or advisors looking for a long term succession presence in 401k's.

Has Office Space to Share in Edina, MN

Private Office

Contact to discuss details
 
Extended Profile Information

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