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 organized as a limited liability company and has been SEC-registered since 2008. Ownership is held by an individual and the firm is recorded under an unclassified adviser type. Public disclosures indicate it is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or as part of a related-adviser structure. Disclosure about the firm’s advisory activities, client segments, fee arrangements and broader business activities is not provided in the available data.

Assets & Accounts

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth