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 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

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