The M & A Group LLC
Firm details
- Headquarters
- Stillwater, Minnesota
- CRD number
- 144909
- Registered since
- January 10, 2008
Firm profile
FINTRXOverview
The M & A Group LLC is an SEC-registered limited liability company formed in 2008 and owned by an individual. FINTRX classifies the firm as unclassified and provides only limited detail about its advisory business. The dataset does not disclose a stated client focus, fee model, or specific advisory activities. Available metadata flags that the firm is not designated as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser. Other status indicators in the snapshot (e.g., pension consultant, related adviser, newly formed adviser) are negative.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Ivar Sorensen
Co-Founder and PartnerCRD 5679179

Braeden Neumann
Investment AssociateCRD 8130194
Richard Vitale
EVPCRD 4752484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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