The M & A Group LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
7
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 a limited liability company that has been SEC-registered since 2008 and is owned by an individual. The firm is classified as unclassified in the provided dataset. Key operational flags in the record indicate the firm does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and does not list itself as a pension consultant or as a related adviser. The dataset supplied no descriptions of the firm’s client segments, fee models, specific business or advisory activities, or external affiliations. That lack of disclosure makes it impossible from these materials to characterize the client-facing services, target markets, or investment strategy with confidence.

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

Contacts

3 of 7
  • Ivar Sorensen

    Ivar Sorensen

    Co-Founder and PartnerCRD 5679179

  • Braeden Neumann

    Braeden Neumann

    Investment AssociateCRD 8130194

  • Richard Vitale

    EVPCRD 4752484

Unlock 4 more contacts

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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