The M & A Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Stillwater, Minnesota
CRD number
144909
Registered since
January 10, 2008

Firm profile

FINTRX

Overview

The M & A Group LLC is organized as a limited liability company with an individual owner. Publicly available information about the firm's business model, client base, fee schedules, advisory activities, and investment approach is minimal. The dataset classifies the firm as "Unclassified" and indicates it is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The firm is also marked as not newly formed. No details were provided about services offered, target client segments, or product use (such as mutual funds, separate accounts, or alternative investments).

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stillwater, MN

Washington

Location

Stillwater, MN

Headquartered in Stillwater, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Washington
Address
512 Liberty Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth