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Financial Advisor   

$750MM AUM | $3MM GDC in Edina, MN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Edina, MN, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
1,000
Avg Client Age
60

Overview

IRA looking to acquire fee based firm(s) in the MPLS area or be a transition strategy for adviser owned practices looking to for a five to ten year strategy.

 
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