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 organized as a limited liability company and has been SEC-registered since 2008. FINTRX classifies ownership as individual and lists the firm as “unclassified” for its operating category. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. FINTRX also flags the firm as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX provides minimal detail about the firm's advisory services, client segments, or fee arrangements in the dataset used here, so public-facing descriptions of its investment approach and client offerings are limited.
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 7
David Whatley
Regional Vice PresidentCRD 4093633
Richard Vitale
EVPCRD 4752484
Ivar Sorensen
Co-Founder and PartnerCRD 5679179
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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