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 under individual ownership. The firm’s public profile contains very limited operational detail: it is listed as an unclassified advisory entity, has not reported client segments or fee structure in the provided data, and has not indicated engagement in ESG investing. The dataset also notes the firm is not a capital allocator, not a multistate adviser, not a pension consultant, and not identified as a related adviser to another registered firm. Available information is sparse enough that the firm’s business model and service mix cannot be clearly reconstructed from the record supplied. No advisory activities, client types, or investment preferences were disclosed in the source material, so assessments of specialization or target clientele rely on external reporting beyond this dataset.
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 6
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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